4 Tips to Avoid a Will or Trust Contest

4 Tips to Avoid a Will or Trust Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight. If you are concerned about...
Who Is Part of Your Professional Team?

Who Is Part of Your Professional Team?

If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list...
How Do You Define the Beneficiaries of Your Trust?

How Do You Define the Beneficiaries of Your Trust?

Who are your descendants? In the past, the definition of descendant was straightforward: a person who can be traced back to a specific ancestor through the same bloodlines. But planning for today’s more diverse family structures now encompasses much more than...