What is an Estate Plan?
Why should you have an estate plan? An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the event you become ill, and your accounts and property pass down according to your wishes. What key...
How to Avoid Probate
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...
Family Wealth. Estate Planning.
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...