You have worked your whole life to earn your retirement. You have saved money and invested well, funding a relaxing retirement free of obligation. All that remains is making sure your children and heirs have the financial stability they need to succeed. If you are...
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With more than 80+ years of combined experience, we expertly advise each client on effective planning that protects their family and business structures today and for generations to come.
Month: September 2020
How should you address real estate holdings in your estate plan?
Estate planning for people who own real estate brings unique concerns to the forefront. Should you leave instructions to liquidate this asset after you pass away and distribute the profits to your loved ones, or will your beneficiaries receive the property itself?...