An Estate Planning Checklist to Facilitate Wealth Transfer

by Orchard Law Firm | Topics: Featured Posts, Get Started on Estate Planning, Trusts

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming one of these statistics. You need to educate and update your heirs about your wealth transfer goals and the plan you have put in […]

How to Get Organized to Meet With Your Estate Planning Attorney

by Orchard Law Firm | Topics: Featured Posts, Get Started on Estate Planning, Trusts

OK, great!  You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order.  It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two things: (1) Simply wait for the meeting date to […]