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Financial Legacy Review

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Wealth Preservation and Estate Planning in the 21st Century

The world of estate planning is not the same in 2021 as it was in 1921, or even 1990 for that matter. Federal and state laws have changed, financial institutions have changed, the complexity of documents and instruments has changed, technology has changed. And yet,...

Business Succession and Estate Planning for Franchise Owners

Owning and operating a business is intrinsic to the American Dream. However, many people shy away from the risks involved in starting a business. Instead, they will consider buying into a franchised operation because they think the proven business concept, in-place...

Is 2021 The Year of the Estate Plan?

The COVID-19 pandemic has shone a white-hot spotlight on estate planning. Hundreds of thousands of individuals and families have faced serious challenges, and many realized—only too late—that they hadn’t properly prepared. The prospect of becoming seriously ill or...

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