Learn the right ways to help your adult children buy a home so you minimize any implications on your own financial goals and estate planning. As parents, we want the best for our children, and one significant milestone in their lives is purchasing their first home. However, rising property prices and challenging financial circumstances [...]
Estate planning strategies for business owners should consider both your professional and personal goals. As a business owner, you have likely invested a considerable amount of time, effort, and resources into building your company and accumulating wealth. However, without proper estate planning strategies in place, much of that wealth may be lost or subject [...]
With the proper planning you can safeguard your business legacy to ensure your business lives on for generations to come. As a business owner, you put everything into building and growing your business. It's not just a source of income, but also a reflection of your passion, hard work, and dedication. However, amidst the [...]
One of the most significant financial decisions you can make is transferring the ownership of your home to another person. It may seem like a simple process, but it can have consequences you may not have thought of. Transferring ownership of your house to someone without professional estate planning is not a wise decision. [...]
High net worth estate planning takes special considerations to ensure you and your loved ones are protected. High net worth individuals and families may require more complex estate plans. Your estate plan, no matter your net worth, should be tailored to your specific situation and goals. With higher net worth estates, if you have a [...]
One of the most common questions we get is "when should I start estate planning?". The answer is if you're asking the question then you probably need an estate plan. It's a common mistake thinking that you aren't "old enough" or "wealthy enough" to have a plan, but realistically everyone over the age of [...]
Reasons to update your estate plan may not be as obvious as you think. While completing your estate plan brings peace of mind, don't forget that your estate plan should change as your life changes. As you move through the different phases of your life, your plan should move along with you. There are [...]
How to pass on your possessions may seem like the main point of estate planning, but passing on possessions has evolved. We are living in times when "stuff" isn't as coveted by the younger generations. Tastes change right along with technology and what once may have been considered as a "had to have" item, [...]
An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include planning for your digital assets. Digital assets consist of everything we own online. Because we spend more time on computers and smartphones than we ever did [...]
Losing a loved one is the hardest time in one's life and knowing what not to do when a loved one dies is so important. With the to do list that comes along with making arrangements after your partner's passing, sometimes decisions can be made hastily or even brushed to the side. Grief is [...]
