One of the most meaningful gifts you can leave behind is the gift of education. With rising tuition costs and mounting student loan debt, an inheritance earmarked for education can be a life-changing legacy for your loved ones. Beyond simply covering expenses, your support can open Continue reading
Author: Davis Schilken
Ways to Keep a Loved One’s Memory Alive After They Pass
Losing a loved one is one of life’s most difficult experiences. Grief is a journey that unfolds differently for everyone, but many find comfort and healing in honoring and remembering those they’ve lost. Keeping a loved one’s memory alive can be a powerful way to continue feeling Continue reading
What Happens If You Don’t Have an Estate Plan?
When it comes to planning for the future, many people put off creating an estate plan. Whether it feels overwhelming, unnecessary, or simply “something to deal with later,” estate planning is often overlooked. But the consequences of not having one can be far more complicated—and Continue reading
The Harmonious Family That Won’t Fight: Estate Planning for Lasting Peace
When it comes to estate planning, most people think about wills, trusts, and tax strategies. But there’s another, often-overlooked goal that can be just as important: family harmony. Even the closest families can face tension and disagreements when a loved one passes away—especially Continue reading
Tips for Avoiding a Will or Trust Contest: How to Protect Your Estate and Your Wishes
Creating an estate plan is one of the most important steps you can take to ensure your legacy is preserved and your loved ones are cared for after you’re gone. However, even the most well-intentioned estate plans can be vulnerable to disputes if not carefully crafted and communicated. Continue reading
The Wrong Successor Trustee Can Derail Your Final Wishes
Selecting the right successor trustee is one of the most critical decisions in estate planning. While trusts offer seamless management of your assets and the ability to bypass probate, a poor trustee choice can lead to delays, conflicts, financial mismanagement, and even legal disputes. Continue reading
Caution: Your Traditional Asset Protection Plan is Set Up to Fail
Many individuals and business owners believe they have a solid asset protection plan in place—only to discover, when faced with a lawsuit, divorce, or financial hardship, that their plan doesn’t hold up. Traditional asset protection strategies often rely on outdated legal structures, Continue reading
Should I Buy a Home With Someone Other Than a Spouse?
Buying a home is a major financial commitment, and while it’s common for spouses to purchase property together, many people consider co-owning with a friend, family member, or business partner. While this arrangement can be beneficial, it also comes with potential risks.
The Benefits Continue reading
Myths and FAQs: Asset Protection Planning
Asset protection planning is a critical component of a comprehensive estate plan, yet many misconceptions prevent individuals from taking proactive steps to safeguard their wealth. Whether you are a business owner, professional, or investor, understanding the facts about asset protection Continue reading
Protecting Your Furry Friends: The Importance of a Pet Trust
For many of us, pets are more than just animals—they are family. But what happens to them if something unexpected happens to you? Estate planning isn’t just for people; it can also ensure your pets are cared for through a pet trust.
What is a Pet Trust?
A pet trust is a legally binding Continue reading