News & Insights

The basic guide to estate planning for unmarried couples

Many people think that couples should only make joint long-term financial decisions once they are legally married, but that is untrue. If two people are in a relationship and plan on having a future together, including cohabitation, then estate planning is a wise decision. Not every couple who has children or lives together has plans […]

2 key benefits of a lifetime asset protection trust

An asset protection trust (APT) is a type of trust that is used to keep someone’s assets safe from creditors. This type of trust can be useful for those who hope to minimize taxes on an estate. It can also ensure that the assets they have allocated to their beneficiaries are protected during and after […]

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 […]