Tag: trust

Why Families with Wealth Need a Trust

Estate planning ensures who will care for any younger children and that they will have access to whatever financial resources are available. A trust is effective as soon as it is created, which allows for a trustee to manage your affairs before and after death. For families who have accrued substantial wealth, having a trust in… Continued

Five Common Estate Planning Mistakes

Estate planning is more complex than most people assume. Making a mistake during estate planning can drastically set you and your loved ones back, making it impossible to retire like you planned, or leaving your adult children with an unclear understanding of your inheritance wishes. These errors can be avoided by working closely with an… Continued

Why Estate Planning is Important for Young Families

Most young families are rushed for time. Between work, shuttling the kids between various events and appointments, and weekend family outings, there isn’t a lot of extra time left over by the end of the week. But, what would happen to your children or your spouse, if something unexpected happened to you? It’s not a… Continued