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When it comes to estate planning, there are still some common myths proving tough to kill. Many individuals are unsure of what estate planning is and why you need an estate plan.

Quite frequently, we see individuals and families choosing to forgo setting up an estate plan for a combination of these myths.

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We’ve got it pretty good up here.

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We all go through different stages of life. Whether it’s dying our hair pink or moving to a new city, these stages represent different phases. As each stage inevitably ends, a new one opens up. It’s the accumulation of these stages that turns us into the people we are today.

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Listen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need to own a big house and have large retirement savings to build an estate plan couldn’t be further from the truth.

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Retirement is always a time of personal reflection. As it edges closer, people start assessing their past, present, and most importantly, future. They think about how much time they’re going to spend with family and friends, where they want to travel, and even their current living situation.

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There’s any number of reasons that can lead you to sell your business. It can be as cut and dried as retirement or something more complicated such as a serious health concern. The decision can even come out of nowhere with a sudden change of heart about the line of work you’re in. But it’s what happens once that decision is made that becomes especially critical.

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As we all know, retirement planning can be difficult. There are a number of ways to stay afloat during the golden years of your life, with some methods more common than others. 

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Nobody wants to think about estate planning. Alas, death is a reality of life that everyone has to take into consideration at some point...

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There’s no question that the best part of charitable giving is that feeling you get when you give back. Whether it’s donating to a cause you believe in or an organization that holds sentimental value to you, charitable giving is a soul-warming experience unlike any other...

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Passing wealth down to your heirs isn’t always as straightforward as one might assume...

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Thinking about how your loved ones will go on without you isn’t easy. That said, having no form of estate planning in place when it happens one day can be far more devastating...

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