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Millennials, You Need an Estate Plan Too

You may think that estate planning is only for the elderly. However, even if you are young, an estate plan is crucial, regardless of whether you have accumulated much money or property.

By |2020-09-11T08:39:01-05:00September 15th, 2020|Trusts & Estates|Comments Off on Millennials, You Need an Estate Plan Too

Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

Allowing an heir or beneficiary to mentally spend an inheritance before receipt can be dangerous. An estate may have to settle a number of expenses that can cause the amount an heir or beneficiary ultimately receives to differ significantly from what was expected.

By |2020-09-04T12:13:28-05:00September 8th, 2020|Trusts & Estates|Comments Off on Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought

Estate Planning for Franchise and Multilevel Marketing Business Owners

If you have an interest in an MLM business or franchise, it is crucial to familiarize yourself with any provisions in the contract affecting your ability to transfer your interest to your beneficiaries, and a copy of the agreement should be provided to your estate planning attorney.

By |2020-08-11T10:44:44-05:00August 11th, 2020|Trusts & Estates|Comments Off on Estate Planning for Franchise and Multilevel Marketing Business Owners

Summer Vacation Plans? Precautions and Preparations to Consider

After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider and preparations to make as you plan your summer travels.

By |2020-07-28T09:09:59-05:00July 28th, 2020|Trusts & Estates|Comments Off on Summer Vacation Plans? Precautions and Preparations to Consider