by Jake Ness | Sep 5, 2023 | Estate Planning
For future generations, having a written family history can be a priceless gift. Preserving your family’s story—from its origins and ancestry to its values and accomplishments—will help ensure that its legacy is remembered. Here are some ways you could use...
by Beau Tillinghast | Aug 29, 2023 | Estate Planning
A trustee is a crucial figure in managing and distributing assets held in trust for the benefit of the trust beneficiaries. The selection of a trustee is a decision that should consider various factors such as your individual preferences, the types of assets you want...
by Jake Ness | Aug 24, 2023 | Estate Planning
Any successful family business requires strong leadership. It necessitates the capacity for sensible decision-making and the development of strong bonds with stakeholders such as partners, customers, partners, suppliers, and others. The next generation of leaders must...
by Bernadette Huang | May 23, 2023 | Estate Planning
Estate planning is a crucial aspect of a comprehensive financial plan. Unfortunately, many individuals often overlook this. Estate planning involves creating a plan for the distribution of your assets after you pass away or become incapacitated. A well-crafted estate...
by Jake Ness | May 11, 2023 | Estate Planning
Being a property owner can be a profitable and rewarding endeavor, but it also comes with its fair share of challenges. Whether you are a seasoned real estate investor or just starting out, it is important to be aware of the potential obstacles that come with managing...
