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Tag: Succession Plan

Common Challenges with Mental Disability Planning

Nurse consoling patient with mental disability - estate planning concept

When developing your estate plan, you have to consider for mental disability planning if something does happen to you. Here’s what you need to know.

How to Take Advantage of Non-Taxable Gifts

Gift boxes to represent non-taxable gifts

Before the year comes to an end, you may want to include non-taxable gifts as part of your estate plan to distribute your wealth in a tax-free environment.

6 Tips for an Effective Estate Plan

Multi-generational family representing estate planning concept.

Estate planning is so much more than just planning for your death. Here are 6 tips for a better estate plan.

How is Estate Planning Different from Financial Planning?

Grandfather and grandson walking on dock at sunset

Though very much intertwined, estate planning and financial planning are two different aspects of a successful overall life plan according to attorney Thomas D. Glascock.

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