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Five Estate Planning Mistakes People Make

People spend the first half of their lives trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in…

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When is Disinheriting a Child a Mistake?

Most parents choose to treat their children equally when it comes to inheriting property or money. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One reason could be…

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5 Things to Include in an Estate Plan

An estate is all the property owned both individually and jointly, including bank accounts, real estate, jewelry, etc., including any liabilities, or simply debts, owed on that property. Lack of an estate plan may mean a great difficulty to carry…

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Letter of Instruction for Your Estate Plan

  Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about…

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Guarding Your Child’s Inheritance

Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor.  A simple way to achieve inheritance protection is through a trust. A trust can…

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