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Why Is Communication Important in Estate Planning and Wealth Transfer?

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

05/10/22 • by: Vick Law, P.C.

13 Steps to Create Your Estate Plan

Estate Planning

Unfortunately, death doesn’t just happen to other people. We should all get our affairs in order, so that our loved ones can focus on grieving and moving on once we pass.

05/05/22 • by: Vick Law, P.C.

What Needs to Be Reviewed in My Estate Plan?

Estate Planning

Here are some important parts of your estate plan that should be reviewed.

05/03/22 • by: Vick Law, P.C.

3 Succession Planning Tips for Family Businesses

Estate Planning

While 88% of business owners believe their family will control their business in five years, statistics from Family Business Institute show that only 33% of businesses survive to transfer to the next generation, and only 10-15% continue to the third generation.

04/28/22 • by: Vick Law, P.C.

Important Estate Planning Tips for Singles?

Estate Planning

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, familial connections, or interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

04/26/22 • by: Vick Law, P.C.

Changes for Veterans Affairs Medical Centers (VAMC)?

Estate Planning

Thirty-five Veterans Affairs Medical Centers in 21 different states would be closed or completely reconstructed under a nearly $2 trillion infrastructure overhaul unveiled by department leadership on Monday.

04/23/22 • by: Vick Law, P.C.

Do I Need a Living Trust?

Estate Planning

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.

04/21/22 • by: Vick Law, P.C.

13 Tips to Get Your Personal and Financial Affairs in Order

Estate Planning

The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.

04/20/22 • by: Vick Law, P.C.

How Does a Trust Fund Work?

Estate Planning

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.

04/19/22 • by: Vick Law, P.C.

Is Estate Planning Affected by Property in Two States?

Estate Planning

When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.

04/18/22 • by: Vick Law, P.C.

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Estate Planning Blog

Why Is Communication Important in Estate Planning and Wealth Transfer?

13 Steps to Create Your Estate Plan

What Needs to Be Reviewed in My Estate Plan?

3 Succession Planning Tips for Family Businesses

Important Estate Planning Tips for Singles?

Changes for Veterans Affairs Medical Centers (VAMC)?

Do I Need a Living Trust?

13 Tips to Get Your Personal and Financial Affairs in Order

How Does a Trust Fund Work?

Is Estate Planning Affected by Property in Two States?

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