Trusts and Estates

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Fair Inheritance Division

Submitted by David John Marotta on Thursday, January 28, 2016 - 12:00pm

Nothing ignites family arguments like inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, know how to divide the proceeds fairly.

First, you can divide your estate among however many heirs you want: three, seven, 11 or 13 and so on. Here are best practices for how to divide your wealth.

Bequeathing Your Wisdom

Submitted by Josh Patrick on Wednesday, January 20, 2016 - 12:00pm

Too often in the world of wealth management, estate planning is about splitting up the money after people are gone. I think this is too bad. For me, leaving a legacy of wisdom and love is more important than leaving money.

When I think of estate planning, I focus on what makes a good life and what the things are that shape such a life and create value in it. A worthwhile approach is to think about how you can share your wisdom with those you care about and give them a picture and a memory of who you are for years to come.

Here are some ways to do that:

Ensuring Family Biz Legacy

Submitted by Alexandra H Ollinger on Wednesday, December 16, 2015 - 12:00pm

Few family enterprises survive long after founders pass them to younger generations. You can beat these odds with frank discussion of some of the most important – and often ignored – aspects of running a business.

Lower Stress Inheritance Plan

Submitted by David John Marotta on Thursday, December 10, 2015 - 9:00am

Nothing ignites family arguments like inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, know how to divide the proceeds fairly.

First, you can divide your estate among however many heirs you want: three, seven, 11 or 13 and so on. Here are best practices for how to divide your wealth.

Talking About Death

Submitted by Rick Kahler on Friday, November 20, 2015 - 9:00am

One of the challenges in financial planning is the strong taboo in our society against talking about money. Another powerful taboo is talking about death when someone has a serious illness.

Beware: Estate Plan Errors

Submitted by Lewis J. Walker on Wednesday, November 4, 2015 - 12:00pm

Passing along assets after death is a tricky business – and subject to error. Aside from the complexity, making a will and other plans for heirs requires periodic updates because circumstances change.

Is a Revocable Trust for You?

Submitted by Travis Russell on Wednesday, October 14, 2015 - 12:00pm

You worked hard your whole life to build something to leave to your kids or other heirs. Many different tools exist to help make sure they get the most you can give. One we often recommend to our clients is a revocable trust.

Why Have Life Insurance?

Submitted by Walid Petiri on Friday, October 9, 2015 - 12:00pm

Life insurance is not an easy decision. When is the last time you thought about your policy? Do you have the right kind? The right amount of coverage? Is the coverage at work adequate? Or for some the issue is even: Do they need it at all?

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