News & Insights

Estate planning for high net worth individuals

Estate planning is an important consideration for all individuals, but it becomes even more crucial for those with high net worth. As a wealthy individual, you have more assets to protect and more complex financial considerations to take into account. Whether you are an executive or business owner, you need to make sure that your […]

Your complete guide to inheritance planning

Whether you are just starting to think about your legacy or are in the process of updating your estate plan, you need to make sure that your inheritance funds meet your loved ones’ needs in case of your death or illness. No matter the amount of wealth you have, inheritance planning is an essential aspect […]

Getting a divorce? Read these 3 estate planning tips

Divorce can take a toll on your mental, emotional and physical health. However, it is critical that you make financial health a priority after your divorce. Updating your estate plan is one of the biggest steps you can take toward a more secure financial future for both you and your family. An estate and trust […]

5 types of trusts to consider before building your estate plan

Trusts are an integral part of the estate planning process. If you suddenly pass away or become ill, a person of your choosing can hold and distribute money in your trust. Establishing a trust allows you to give a trustee the right to hold and manage assets for a specific purpose.  There are many types […]

Don’t make these top 3 women’s estate planning mistakes

Millions of women today are financially independent. In fact, women currently control at least 32% of all global wealth. Between accumulated assets from personally owned businesses, home purchases, and investments, women are in a unique position to plan for their estate and support their loved ones.  Despite the fact that more women are becoming the […]

Everything you need to know about estate planning questionnaires before you fill one out

Up to 60% of Americans haven’t prepared a will or estate plan. If you haven’t thought about yours yet, it may be because planning for death and illness is uncomfortable. It forces you to sit with the reality that you may one day leave your family. While the idea may not sit well with you, […]