by Francine Ward | Nov 9, 2022 | Estate Planning
3 Reasons to Avoid Probate When you die, under probate it’s likely your heirs will have to sign documents in order to receive their inheritance. This can happen if you own property in your name only and if you haven’t expressly designated a beneficiary. Some of those...
by Francine Ward | Jun 7, 2022 | Estate Planning
Should You Leave Your Timeshare in Your Trust? Timeshare in a trust. Do you own a timeshare? Over the past few decades owning a timeshare has become a popular investment. Whether you purchased it as a vehicle for a great family vacation, an occasional getaway, or to...
by Francine Ward | May 6, 2022 | Estate Planning
What Legal Rights Does a Domestic Partner Have? Do Domestic Partners Have Legal Rights? Sadly, domestic partners have very few to no rights as compared to married couples when it comes to estate planning. In large part, it depends on where the domestic partners...
by Francine Ward | Mar 29, 2022 | Estate Planning, Legal Blog
Fears When Talking about Money Studies have shown (https://www.thewilliamsgroup.org/our-history) that the largest contributing factors to the depletion of family wealth are lack of trust, lack of communication, and lack of preparation...
by Francine Ward | Mar 22, 2022 | Estate Planning, Legal Blog
Fear and Money Conversations when talking about wealth. Here are a few more examples of common fears that prevent open, honest, and transparent communication about family wealth. Fear of Treating Heirs Unequally and Fostering Sibling Rivalry Fear and money. Each...
by Francine Ward | Mar 14, 2022 | Estate Planning, Legal Blog
Fear and Money. When Talking about Family Wealth. Studies show that the largest contributing factor to generational wealth being lost is Fear. Fear and talk of money about family wealth create problems for future generations. Lack of trust, lack of communication, and...
