Monthly Archives: May 2025
It’s Planning Season
To have a successful farm, thoughtful planning must be done every season. Your life is no different. To properly prepare for the next season in your life and the lives of your loved ones, you need a well-executed estate plan. When crafting a foundational plan to protect yourself, your loved ones, your business, and… Read More »
5 Reasons Uncle Bill May Not Make a Good Trustee
If you have created a trust that you intend to last for decades, selecting the right trustee is critical to ensuring the trust’s longevity and ultimate success. Today, let’s discuss how to choose a trustee. Initially, you may think that a family member (for example, Uncle Bill to your children, who are the initial beneficiaries… Read More »
Do Not Let Your Money and Property Go to the State: Why You Need an Estate Plan
Americans tend to bristle when any level of the government meddles in their private lives, especially with their money. Look no further than the famous “death and taxes” quote for a sense of how Americans feel about bureaucratic creep and government’s sticky fingers. You may take pains to minimize government meddling in your personal… Read More »
4 Tips to Avoid a Will or Trust Contest
Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight. If you are concerned about the potential for an estate plan contest, consider the following: Following these… Read More »
