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August 2022

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Estate Planning, Wills and Trusts
August 31, 2022

Legacy planning involves passing down values, wisdom, or experiences throughout your life. This is similar to estate planning, where it focuses on your assets, such as who inherit, when they inherit and how to best protect yourself and your family. Legacy planning, on the other hand, focuses on the intangible assets of your life. Both involve passing down the most important aspects of your life to the next generation. One way to begin your legacy planning is writing a message or...

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Asset Protection, Estate Planning, Powers of Attorney, Wills and Trusts
August 22, 2022

A blended family could impact your life in a lot of ways, in particular it can affect how you approach your estate plan. There can be many people to take into consideration when planning, and it is important to acknowledge each person, so all your wishes are met. When planning, you have to decide how the families are going to split inheritances. Will both families share equally? Will your assets stay in your family and your spouse’s stay with theirs? Are...

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