Nov 1, 20193 minUse Estate Planning to Ensure Your Legacy Doesn’t Get ErasedWhen you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve le...
Oct 24, 20195 minUse Estate Planning to Avoid Adult Guardianship—and Elder AbuseElder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by ...
Aug 28, 20194 minWhy You Need To Add a ‘When I Die’ File to Your Estate PlanIf you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to ...
Aug 9, 20196 minProtect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection Trust When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probabl...
Jul 26, 20195 min7 Processes to Complete With Your Parents Before They Die In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical P...
Feb 22, 20194 minOverlooking This Basic Part of Your Estate Plan Can Be TragicThe recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet o...
Jan 25, 20193 minPart 2: Estate Planning Must-Haves for Unmarried CouplesIn the first part of this series, we discussed the estate planning tools all unmarried couples should have in place. Here, we’ll look at ...
Jan 14, 20194 minPart 1: Estate Planning Must-Haves for Unmarried CouplesEstate planning is often considered something you only need to worry about once you get married. But the reality is every adult, regardle...
Oct 18, 20183 minTo Live a Happier Life, Start Thinking About Death NowWant to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact that one day you’re going to die. “...
Jun 29, 20184 minWhat You Should Know About Guardianship—In Case A Parent or Loved One Becomes IncapacitatedWhether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated....
Jun 1, 20184 minPart 2 - I Don’t Have Kids, So Why Do I Need Estate Planning?In our last blog, we shared the first part of our series on the importance of estate planning for those without children. Here in part tw...
Mar 23, 20183 minEstate Planning Tips for Ensuring Your Pets Are Properly Cared ForIt’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimate...
Feb 21, 20183 minHow Will the New Tax Law Affect Your Family?President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic change...
Jan 26, 20184 minThe Mistake I Made with My Grieving FriendA good friend of mine lost her dad some years back. I found her sitting alone on a bench outside our workplace, not moving, just staring ...
Nov 9, 20171 minWelcome!Welcome to our new blog! Here we will be sharing tips and strategies on how to better protect your wealth, loved ones, and legacy throug...
