A salesperson has an interest in selling you clothes. A close friend’s only real interest is what’s best for you.
If you don’t make an estate plan to distribute your assets and determine custody of children, the state will do it for you.
Like a game of chess, a financial plan requires thoughtful trade-offs and planning moves well in advance.
Public charities, private foundations, and donor-advised funds each offer unique ways to accomplish philanthropic goals.
Communication with your children about your estate plan is vitally important. It can root out problems before they begin.
Living trusts may be an effective tool to protect against the consequences of incapacitation, enable the grantor to easily respond to life’s changes, increase privacy of family assets, and avoid probate.
There are many tools available to facilitate the successful transfer of wealth.