Five Steps for Coordinating Plans Across Generations

By Melissa A. Register Posted in Family Dynamics

Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment. Here are five steps that can facilitate successful intergenerational estate planning.

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Updating Your Revocable Trust: How Many Tweaks Are Too Many?

By Melissa A. Register Posted in Trust Administration

If your life or the law has changed since you signed your revocable trust, there’s a good chance that it needs to be updated. Updates can be made by way of an amendment or a complete restatement. An amendment updates a specific part of the trust; whereas, a restatement, updates the entire trust. You might think that an amendment would cost less than a restatement, but that’s not necessarily true.

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How Business Owners Prepare for the Unexpected

By Melissa A. Register Posted in Business Owners

If you are a business owner, your focus is likely on keeping the company running on a daily basis. While this is important, looking beyond today to what will happen if you can’t run your business should be on the top of your to-do list.

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Estate Planning for Unmarried Couples

By Melissa A. Register Posted in Core Estate Planning

If you and your significant other love each other but don’t want to tie the knot, you need an estate plan that takes into account your specific situation while protecting you both, along with any other family members or loved ones you wish to include.

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