Tag Archives: wealth management

Four Reasons Why Estate Planning Isn’t Just for the 1%

There is a common misconception that estate plans are only for the ultra-rich

- the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money.  In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan....
Read more

Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse.

Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below are four estate...
Read more

What to Expect from Estate Planning in 2018

With 2017 in our rearview mirror it’s time to look ahead to 2018.

What to Expect from Estate Planning in 2018 We’ve compiled a list of things to watch this year in regard to estate planning, so you and your family remain completely protected. Don’t have an estate plan?...
Read more

How to lose your estate to unforeseen creditors

When Slade passed away two years ago, he left all of his assets to his wife, either through beneficiary designation or jointly owned property.

The two had worked hard and had been married for over 40 years and while they weren’t rich, they had a beautiful home, a vacation cabin for...
Read more