It’s always the right time to do your estate planning, but it’s most critical when you have beneficiaries who are minors or with special needs, says the Capital Press in the recent article, “Ag Finance: Why you need to do estate planning.” While it’s likely that most...
Warren Buffett has famously said that you should “leave your children enough to do anything, but not enough to do nothing.” A recent Accenture study showed that the children of baby boomers will inherit almost $30 trillion over the next three decades, leaving more...
The “poor man’s estate planning” sometimes refers to the practice of putting your child on the title to your deed. The idea is that when you die, the property automatically transfers to the child without having to go through the probate process. However, this “poor...
Planning to transfer business ownership or liquidate your business when you are ready to retire or when you die is as important as the planning you did when you established your small business. Here are some tips on how to use estate planning strategies to transfer...
LIVE WEBINAR: Getting Started with Estate Planning
If you’ve been thinking of getting your Estate Plan set up, but aren’t sure how, get your questions answered at our next live seminar!