How The SECURE Act Can Affect Estate Planning

SECURE Act Can Affect Estate Planning

Estate planning is imperative to protect your loved ones and ensure your wishes are carried out just how you would like. However, it can be a complex process to navigate. Furthermore, there have been recent changes made to the landscape of retirement and estate planning such as the SECURE Act. The Setting Every Community Up…

Read More

What To Consider During Business Succession Planning

Business Succession Planning

Strategic succession planning is crucial to the successful functioning of businesses, particularly a family run or other closely held enterprise. Failing to take sufficient steps to maximise the benefits of succession planning can make a significant difference to the long-term outcomes. Changes in ownership structures and business objectives and operations can bring about substantial transfers…

Read More

4 Challenges Of Estate Planning For Blended Families

Blended Family Estate Planning

Families come in all shapes and sizes – but some are more difficult to navigate. With the rising divorce statistics, it’s no surprise that blended families are becoming more common. Estate planning for this type of family is crucial to avoid complications after one spouse passes. Organizing anything with a blended family can be difficult…

Read More

Guardianship vs. Conservatorship – What You Should Know

Guardianship vs. Conservatorship - What You Should Know

Guardianships and conservatorships are tricky legal processes. For many people enquiring about putting one of these systems in place, they have no idea where to start – unsure which one they should even be considering. These terms can be used differently state by state, so it’s vital that you look into the range of powers…

Read More

The Difference Between Family Trusts and Wills

Family Trust and Wills

If you’re researching wills and family trusts, chances are that you’re looking to make arrangements for the management of your assets. As people start to plan for the distribution of their estate, it’s very common for there to be confusion surrounding these two procedures. Many confuse them for being the same thing, though they actually…

Read More

What is Estate Planning?

What is Estate Planning

It can be a tough subject to think about, and it’s more than understandable to feel saddened or push it to the bottom of your priority list. However, estate planning is a crucial step in securing your family’s and/or business’ future. We know it can be overwhelming for many people to contemplate where to start…

Read More

How to Choose An Estate Planning Lawyer

How To Choose an Estate Planning Lawyer

You’ve worked hard to create your legacy— now it’s time to ensure that legacy continues as per your vision and plans. Whether you’re a business owner, a retiree, or just planning for the future in general, thinking about the estate planning process can be overwhelming. This is completely understandable for each and every person, but…

Read More