5 Things to include in your will as an LGBTQ+ person

If you’re in an LGBTQ+ partnership (married, civil union, common-law marriage, or long-term relationship) you NEED a will…like yesterday.    Don’t get us wrong, as an estate planning firm, we think having a plan for your future is imperative for anyone in any relationship. However, there are a few very specific things you need to consider adding to your will Continue Reading →

What’s the difference between a primary vs. a contingent beneficiary?

And why you need both in your estate plan You’ve worked hard for your family most of your life. Naming beneficiaries can keep all your hard work you’ve provided to benefit your family where it belongs, ensuring generational wealth. When it comes to naming beneficiaries, you’ll need a primary beneficiary and a contingent beneficiary. But do you need both? Once Continue Reading →

Three Ways to Leave Your Adult Child an Inheritance

“Say not you know another entirely till you have divided an inheritance with him.” -Johann Kaspar Lavater   Leaving money to the family—especially your children if they’re financially irresponsible—is different than a business transaction. It’s chock full of emotion, and if you don’t plan carefully, heated arguments may ensue which could squander your hard-earned money in the process.  Good thing Continue Reading →

Legacy Planning: Discover and Preserve Your Family’s History

When you hear the word ‘legacy,’ what comes to mind?   For some, maybe it means becoming famous or well-known for your contributions to the world, even if just to your family or immediate community. For others, it may mean building wealth that will surpass your lifetime. Others may think of close family connections and ancestry. If you’re thinking of Continue Reading →

Why You Should Plan for Every Possible Estate Planning Scenario

Many things can happen in life, and it’s not always possible to plan for every scenario individually. Oftentimes, we never want to think about those what-if scenarios that deal with an untimely death.   These topics are tough to think about.   That’s why it’s best to frame it as a selfless decision. Thinking about every possible estate planning scenario Continue Reading →

The Importance of Legacy Planning

Planning your estate and planning your legacy may correlate in some aspects, but are, at their core, entirely different. Planning your legacy is creating a memorable image of yourself that will last for future generations. Think of it this way—leaving behind a legacy is just like writing a book. It’s creating your story for others to read and reflect.  Estate Continue Reading →

It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated. In this issue you will learn:   What happens without an incapacity plan. The essential documents for managing finances during incapacity. The Continue Reading →