Estate Planning Archives - Total Wealth Planning

Category: Estate Planning

What Are Wills and How Do they Help in Estate Planning?

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 …

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The Basics Of A Trust Fund You Should Know About

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, …

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Sharing Important Health Documents with our Client Portal

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 …

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Estate Planning for Your Pets

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. …

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Can’t Take It With You

“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.” – …

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A Few Uncommon Uses of a Trust Fund

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 …

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3 Common Types of Trust Funds You Didn’t Know About

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. …

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A Clients Experience With Estate Planning

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 …

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