Effective estate planning for unmarried couples

Unmarried couples face many of the same estate planning concerns as married couples. But because they don’t have the same estate planning options as those who are married, special planning is required to ensure that major decisions regarding their finances and health are protected. This article details estate planning strategies for unmarried couples.
Full Article

The family business — 10 strategies for keeping sibling rivalry in check

Transferring ownership of a business to multiple adult children can be a delicate proposition, particularly when it comes to determining roles and responsibilities and encouraging teamwork. This article examines 10 ways to help create successful business relationships among adult siblings.
Full Article

Trust a living trust

A living trust offers several estate planning benefits. First and foremost, assets held in the trust prior to death avoid probate. Living trusts also can be particularly useful for married couples in community property states who had a substantial amount of property or assets prior to the marriage. This article explains the ins and outs of a living trust.
Full Article

Estate Planning Pitfall — You haven’t included a no-contest clause in your will

A no-contest clause is a will provision that penalizes a beneficiary who makes a challenge to a will. It doesn’t guarantee that there will be no will contests, but it makes a beneficiary considering litigation think twice. This short article discusses why including a no-contest clause in a will is a smart strategy.
Full Article