Charitable planning is on purpose and by design. It isn’t for everyone, but it is something you should ask about if you want to replace Uncle Sam in your financial plan.

Having an estate plan ensures that your wishes for your estate are carried out when you pass away or if you become unable to make decisions for yourself. This week we’re looking at the differences between a Will and a Trust.

As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.

While it may sound like the title of a James Bond movie, you need to ask yourself: Is your will alone enough to keep your estate from going through probate when you die?

63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy?

Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know?

There is so much more to estate planning than having a will and telling your spouse where everything is. If you haven't made an estate plan with and for your spouse, there is still time…and we are here to help.

Planning is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of your wishes with confidence because you love them.

You have great power over the destiny of your family. In fact, you have the ability save your family… or destroy it. If you want success, start with your heart.