Heircraft PlanningAug 21Blog PostsCould a Will Be Right For You?The term last will dates back more than a millennium to English common law, in which a person expressed what they “willed” to have happen...
Heircraft PlanningAug 14Blog PostsDebunking Common Misconceptions About WillsThe majority of Americans do not have a will, and the number of US households with a will has been in steady decline. At the outset, it...
Heircraft PlanningAug 7Blog PostsA Financial Advisor’s Guide to Navigating Different Types of WillsAdvisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to...
Heircraft PlanningJul 17Blog PostsAre You Ready to Celebrate National Make-a-Will Month?Celebrate National Make-a-Will Month by creating a will for peace of mind. With only 32% of Americans having a will, don’t delay—plan now.
Heircraft PlanningJul 10Blog PostsBusiness Owners and Retirement Planning: A Perfect Storm Emerges in 2024 with New Tax Court RulingThe statistics are surprising to those who learn that the percentage of business owners who have a realistic notion of what their...