Integrating a family’s estate diagram with personal financial statements creates a useful planning tool, especially for individual family members who prefer visual depictions to narrative descriptions.
Drafting trust terms to document your wishes is a complex and challenging process. The language you use is critical and will determine the degree of flexibility your trustees and heirs will have in the future.
A guide to understanding the impact of tax reform on individuals, itemized deductions, pass-through businesses, and corporations.
Legacy is not just an estate plan that passes down tangible assets; it is much bigger.
Insights from Vogel Consulting and PinnacleCare; the connection between planning for health and wealth