Estate Planning Archives - Sachetta

Estate Planning Can Keep Assets in the Family

Estate Planning Can Keep Assets in the Family

Maintaining generational wealth is notoriously difficult. Of more than 3,200 affluent families interviewed by researchers throughout the ’80s and ‘90s, 70 percent involuntarily lost assets after wealth was transitioned to the next generation.* What […]

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Estate Planning Checklist

Estate Planning Checklist

It’s the rare person who’s really excited to start estate planning. The process requires you to think about and talk about what you want to happen at the end of your life, which a […]

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If You Own A House You May Need a Trust

If You Own A House You May Need a Trust

Many people believe a trust is only a vehicle for the ultrarich, but that’s not necessarily the case. There are three main reasons that having a trust makes sense if you own a house. […]

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The Importance of Early Planning for Long-term Care

The Importance of Early Planning for Long-term Care

You’ve worked hard your entire life. Retirement should be a time to relax and enjoy the fruits of your labor. And yet, because of financial constraints, the majority of American workers aren’t able to plan for retirement, let alone long-term care.

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