The Best Gift you can give your family Learn more
Are you certain your family heirlooms will end up in the hands of the right people? Heirlooms are valuable possessions that have been passed down from one generation to the next. It may be an old oak table that provided family dinners for many generations, a timepiece carried in the vest pocket of your great-grandfather, […]
What if you suddenly became incapacitated and could not make financial decisions for yourself? An accident, a health crisis, or struggles with cognitive function such as Alzheimer’s may force you to rely on someone else to take control of your financial life. Even if you think these situations are unlikely, it is crucial to think […]
Choosing the beneficiaries who will receive the assets of your estate may seem like an easy and straight-forward decision. However, making certain that you leave the right assets to the right beneficiaries is critical to effective estate planning. The first step in choosing beneficiaries is to answer these three key questions: Who should receive assets from […]
You have met with an attorney, your living trust was created, and you have signed the documents. So you are feeling pretty good about being able to check this one off your family legacy drawer checklist. But wait, there is one more crucial step to this process! Have you formally transferred the title of your […]