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...
by Francine Ward | Feb 5, 2022 | Estate Planning, Legal Blog
Pet Trusts. As with anything in life, sometimes things don’t work out as planned. So, my belief is to always have a Plan B. When you prepare accordingly, it’s more likely you will have a successful outcome. Here are three examples of creative planning by pet owners....
by Francine Ward | Jan 31, 2022 | Estate Planning, Legal Blog
Estate Planning Inventory. Estate Planning Inventory and sometimes called an Estate Planning Checklist is an essential tool. Do you have an estate plan, which may include a trust, a will, a power of attorney, and healthcare directive? When was the last time you...
