Preservation | Family Wealth Protection & Planning


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Posts from August 2016.
By Keith Herman on August 23, 2016 at 10:26 AM

Holding hands, parent and childA good friend of mine called me in a panic the other day. She and her husband were leaving town for vacation and were worried about not having their estate plan in order. She asked how to name guardians for their four minor children, should she and her husband die.

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August 11, 2016 at 9:45 AM

Casket with flowersHave you considered who will have control of your body after death? In some instances, the disposition of remains may work out as planned even if the default rules set by state statute apply. In other instances, while you may hope to be dust in the wind, you may instead be pushing up daisies.

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