Category: Estate Planning

I have worked with many people over the years who find it difficult to name beneficiaries in their estate documents. For those with small families, ...

This Is What Swedish Death Cleaning Taught Me About Life Listen to this Blog: When I was thirteen years old, my father suffered a heart ...

People struggle and work hard all their life to provide their family with the best facilities and to secure their future. There are many people ...

A trust fund is a special kind of estate planning which enables one to grant their wealth to another person who can be their spouse, ...

At Total Wealth Planning, we are available as a resource for our clients and their family members, not only for their financial affairs, but also ...

Pets have many benefits such as providing companionship, encouraging more exercise, and improving overall well-being. Unfortunately, it is an often-overlooked area in people’s estate plan. ...

“KIRBY: A man can’t give up his business. GRANDPA: Why not? You’ve got all the money you need. You can’t take it with you.” – ...

Trust funds are regarded to as one of the most effective methods of asset planning. Trust funds are generally deposited in an account called the ...

A trust fund is an important monetary planning tool that enables a person to outline how their hard-earned wealth shall be processed after their death. ...

Twenty years ago, I contacted a lawyer recommended by a family friend to talk about getting divorced. I’d wanted someone with a reputation for taking ...