Why Do You Need a Will? Provided by Blanke Schein Wealth Management According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or dwell on what might happen upon their death, so […]
SCROLL DOWN FOR VIDEO The Transition of Wealth from one generation to another is, unfortunately, an event that we only can prepare for but not participate in. Therefore, many of us do not really want to spend too much time taking the necessary steps to be sure that such a transition will take place […]
Written by Robert L. Schein People who create significant wealth have to consider how, when and to whom they will pass on their fortunes. Legacy choices can range from endowing heirs with big inheritances to supporting cherished causes and philanthropies. In deciding how to dispose of their personal fortunes, the wealthy inevitably end up revealing […]
Provided by HighTower Palm Desert Living trusts are created with a clearly defined objective: to avoid probate. Unfortunately, misconceptions about living trusts have spread to the point where people think they can accomplish much more than they can. If you fear probate, consider a revocable living trust. If you worry about your will being contested […]
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