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- How Do You Want to Leave Your Money Behind?Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance can be meaningful and help set […]
- Love and Estate PlanningLove and Estate Planning Go Together Like a Horse and Carriage Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal lifetime access […]
- Celebrate National Make a Will MonthWhich Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Learn more about why estate planning should be done early, often, and with attorney assistance […]