Nine Ways Your Estate Plan Could Breed Conflict

Friction between family members can escalate during a scorching summer heatwave. Likewise, a flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in several ways. Lack of a plan. If you fail to create an estate plan altogether, it can lead to significant disputes and confusion among your […]

Planning Strategies for Your Boat That Are Not Sunk

As summer approaches and open waters beckon, it is important to consider a unique aspect of estate planning that can often be overlooked—your boats and watercraft. These vessels bring you joy and unforgettable memories, but they also warrant special attention when it comes to safeguarding your legacy as part of your comprehensive estate plan. There […]

Have an Etsy Store? Make Sure It Is Properly Protected

Have an Etsy Store? Make Sure It Is Properly Protected

The online marketplace Etsy has gone from a niche craft seller to one of the largest commerce companies in the world. Etsy has millions of active sellers worldwide, most of whom are based in the United States. Many Etsy sellers rely on the site as a primary or secondary income stream. Collectively, they contribute billions […]

What Can a Trust Do for Me and My Family?

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

Do I Really Need a Will when living in California?

There are certain financial goals that it’s important to check off your list, like having enough money in a savings account to cover emergency expenses and eliminating unhealthy debt. However, here’s one goal many people gloss over — creating a will.

What are Biggest Blunders in Wealth Transfer?

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?