Month: November 2024
November 26, 2024
Protecting Your Legacy: Avoiding Laughing Heirs with Smart Estate Planning
A “laughing heir” is the term for distant relatives who could inherit from your estate if you pass away without a will…
November 19, 2024
Passing the Torch: How to Create a Strong Succession Plan for Your Family Business
Family businesses are unique – they are often built on years of hard work, shared values, and a commitment to each other’s…
November 12, 2024
National Alzheimer’s Awareness Month: Estate Planning Steps to Consider
November is National Alzheimer’s Awareness Month, a time to raise awareness about the impact of Alzheimer’s on individuals and families. It also…
November 5, 2024
Building a Legacy: Trust Options to Protect and Provide for Your Children
When it comes to planning for your children’s future, setting up trusts can be a smart way to protect them and make…