Estate Management Checklist Presented by Marc Aarons Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for […]

Managing Probate When Setting Up Your Estate What can you do to help your heirs?  Provided by Marc Aarons  The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s […]

National “Make a Will” Month Provided by Marc Aarons “Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy.   When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to […]

Major Risks to Family Wealth Protect your family assets for future generations. Provided by Marc Aarons   All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders, making classic […]

An overview of some of the fundamental steps to take.  Provided by Marc Aarons  When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, […]