Many people who want to leave behind resources for their children, grandchildren or other loved ones have no qualms about sharing their plans openly prior to their deaths. You may have known for years that your loved one intended to leave you specific assets or a...
Estate Planning
5 tips to lessen the possibility of estate litigation
Why was my sibling left a more significant portion of the inheritance? Did dad purposefully leave his only son out of his will?How can you determine that one sibling deserves more than another? It’s a problematic process determining who to leave your...
Succession planning for the next generation of franchise owners
Only 30% of family owned franchises will survive after the owner retires. Furthermore, it is estimated that only 10% of franchisees have succession plans in place. Do you have a plan in place for your children to take the reins once you retire?What is succession...
What’s there to know about insurance dedicated funds?
Tax law and estate planning are unquestionably complex, yet they often go hand-in-hand. When writing or litigating an estate plan, reducing tax liability is usually the key to maximizing payout as either a grantor or a beneficiary. Different investment options have a...