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...
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...
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...
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...
One reason estate planning is such a difficult process is because most of us don’t want to think we won’t live forever. And sometimes we buy into an assortment of estate planning myths. Here are just a few: Estate Planning Myth #1: Only the Rich Need an Estate Plan...
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