Not all estate plans are cut and dry. Family dynamics and life changing events have a direct impact on how estate planning documents are crafted
Taxes. You can’t turn around without being taxed for something. We’re always looking for ways to avoid paying them. Having a Trust, a key component
When creating your estate planning documents, such as a Will, Living Trust, or Power of Attorney, you need to make sure that they meet the
Maybe you have heard about probate, but few people really understand the process. If you are an Executor – or Personal Representative – of a
We think of our pets as members of our family. They bring us so much joy and love; why wouldn’t we? As with any family
The number of young adults with a will increased by 63% since 2020, and nearly 1 out of 2 young people were prompted to do
As employees push for more flexible working options and expanded benefit offerings, your HR team may be in a catch-22 to find the best benefits
It can be a challenge for financial planners and other service professionals in this industry to engage with and develop lifetime relationships with their clients.
WATCH THE WEBINAR Your nonprofit relies on ongoing donations to drive your mission forward. By offering your donors and/or members an estate planning solution, you
WATCH THE WEBINAR In the wake of the COVID-19 Pandemic, employees expect more from their employers. Watch this FREE HR webinar to discuss learn more