Estate planning is an important legal process that creates a formal plan for what happens to your assets after your incapacity or passing. By creating a formal estate plan, you can protect your family from legal problems and unburden them from having to sort out your finances and assets if you cannot offer input.  …

Estate planning is integral to wealth management to protect your assets and ensure your family’s financial security. It involves deciding how you want your properties to be managed and distributed in the event of your incapacitation or demise. While many people may think that estate planning and wealth preservation are only for the wealthy, everyone…

Used synonymously with wealth preservation planning, estate planning involves anticipating the future and making arrangements regarding your assets that will take effect upon your passing.  An estate plan typically consists of wills and trusts, powers of attorney, and other estate planning matters that can’t be included in the will. These legal documents are bound to…

Living in the moment is important, as is preparing for the future and its uncertainties. When the time comes when you are no longer able to handle your legal, medical, and financial matters, it’s best to have a plan in place to secure your affairs. Aging or unforeseen accidents can cause physical or mental incapacity.…

Create directives for how you want your affairs and assets handled throughout your life and after you pass away. This is essential in preserving your legacy, however, many avoid preparing for unfortunate events like incapacity and death because of the discomfort that often comes with discussing such topics. Moreover, estate planning involves intricacies that discourage…