A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not everyone has an equal say. In fact, in many cases, only one person—the executor (for a will) or trustee (for a trust)—plays a role in carrying out the final wishes. This role includes […]
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation.[1] To help your loved ones avoid becoming part of this multigenerational wealth transfer statistic, you need to educate and update your family about your wealth transfer goals and the […]
Starting a new job is an exciting new chapter in your life. Depending on the employee onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there forms to be filled out, they need to […]
The chances of a married couple dying simultaneously in a common accident or within a very short time of one another are probably quite slim. However, it does sadly happen. And it happens frequently enough that most states have laws to address the issue and the problems that can arise from simultaneous deaths. What are […]
