Advisors: Don’t Let Your Clients Fall Victim to These Common Myths

  There are common estate planning myths that, left unaddressed, can create serious trouble for families and individuals, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!  ...

Don’t Let These Common Myths Scare You

  There are common estate planning myths that, left unaddressed, can create serious trouble for your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!   Myth #1:...

Planning to Receive an Inheritance?

  When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the poor spending...