Are you prepared and have you prepared your family for life's surprises? A job loss, prolonged illness, or unexpected loss of a family member can have a big impact on your family's estate plan and your current financial situation. Learn how to prepare in this...
Accumulating wealth and protecting wealth are two very different things. Research shows that it takes just two generations for a family to lose 70% of its net worth. By the third generation – it hits 90%. Protecting the inheritance of future generations requires...
“Mom told me all her life that she planned to split everything evenly between her children. She got sick, and my brother took her out of state so he could provide care for her. Communication became more difficult as time passed and it was harder to find out...
Common Mistakes When Planning An Estate In the previous blog entry, we talked about some common mistakes people make when planning their estates. Today, we’re going to expand on that. Many times, people name an executor in their will who is not the best person for the...
Common Mistakes When Planning An Estate Planning an estate is not something many people want to consider. When you talk about making a will, it often brings to mind aging and being unable to take care of yourself. People often put it off until they are older and...
