Avoiding Family Disputes
BY Kendal Blunck | December 4, 2022While children have no legal right to your inheritance, the unfortunate truth is that the descendants of many wealthy families feel obligated to wealth. So, while many parents assume that their children will handle things amicably, the inverse is often true. This is why we have put together this primer to help you avoid family…
5 Reasons To Always Keep Your Estate Plan Up-To-Date
BY Kendal Blunck | November 29, 2022When it comes to estate planning, most people make two mistakes. The first is not having a Will or Revocable Living Trust, or omitting other key elements in their estate plan. The second mistake is failing to keep the estate plan up to date. When and why should you revise your estate plan? It’s often…
Understanding The Basics Of Estate Planning
BY Kendal Blunck | November 25, 2022When it comes to estate planning, there are many misconceptions out there. Many people think that estate planning is only for the ultra-wealthy. Individuals also think that estate planning can be delayed. However, the truth is that estate planning is important for everyone, regardless of age or assets. Here's a quick overview of the basics…
5 Things To Teach Your Kids About Money And Happiness
BY Kendal Blunck | November 25, 2022It's never too early to teach kids about money and happiness. In fact, the earlier you start, the better. Here are some lessons we believe you can use to help them to navigate the complex financial world. Educate Your Kids About the Value of Money It is so easy for children to think that money…
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