by Doug McClure | Apr 16, 2019 | Estate Planning
Succession planning is not as easy as it seems on paper. Implementing a successful succession plan takes creativity, time, commitment and intelligence. Companies that overlook the essence of succession planning die with their owners, and if not, they ultimately...
by Doug McClure | Mar 18, 2019 | Estate Planning
Serving as someone’s estate executor can be a burden and at the same time an honor. Being entrusted with the responsibility of handling a deceased’s wealth distribution among other affairs means the person trusted you. Executing your fiduciary mandate,...
by Doug McClure | Mar 8, 2019 | Estate Planning
Secure Your Grandchildren’s Future: Set up a Trust Fund If you are thinking about the future of your grandchildren, you could choose to leave them money or pay for future costs such as college tuition. However, setting up a trust on their behalf is a better...
by Doug McClure | Mar 5, 2019 | Estate Planning
High-net-worth households need proper estate planning strategies for wealth conservation. Unfortunately, not every high-net-worth individuals/families understand the essence of properly executed personal estate plans. Resultantly, their ignorance, poor estate planning...
by Doug McClure | Feb 22, 2019 | Estate Planning, Life Insurance
Drafting a will is not something most Americans fancy, probably why several recent studies have shown that only around 35% to 45% of Americans have one. However, it is worth swallowing this bitter pill instead of your loved ones having to wrestle with questions once...
by Doug McClure | Feb 19, 2019 | Estate Planning
The mere thought of writing a will makes even the most amiable and upright people tremble like a leaf. While creating a will can make most people to develop foam at their mouths, it’s an important task for all human beings. Death is an inevitable thing no matter...
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