Month: February 2023

A family sitting at the table eating christmas dinner.

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

February 27, 2023

If you have a current estate plan, I'll bet you plan to leave your assets...

A person is writing on the will and testament.

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

February 20, 2023

In most cases, from the most sophisticated business people with the highest net worth to...

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Will Your Estate Plan Work When Your Family Needs It?

February 11, 2023

Like most people, you likely think estate planning is just one more task to check...

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Before You Agree to be a Trustee, Read This!

February 4, 2023

Being asked by a loved one to serve as Trustee for their Trust upon their...