Recent Posts
At Axis Estate Planning, we understand that your business is more than just a source of income—it’s a legacy. Transitioning ownership and leadership is a critical yet complex aspect of…
We often discuss the benefits of estate planning, but understanding the consequences of failing to plan is just as important. Without a proper estate plan, your assets may not be…
No parent wants to imagine a future where they’re unable to care for their children, but planning for the unexpected is one of the greatest gifts you can give them….
As we age, the need for assistance with daily activities becomes a reality for many. Long-term care insurance (LTCI) is a proactive way to prepare for such needs, offering financial…
When it comes to estate planning, beneficiary designations are a critical yet often overlooked detail. These designations determine who will receive your assets—such as retirement accounts, life insurance policies, and…
When we hear the word legacy, many of us think of money left to people and institutions that have come to mean the most to us over the course of…
If you have been asked to serve as a trustee, chances are you were initially flattered by the request. After all, it is quite an honor—a parent or loved one…
At Axis Estate Planning, we understand that for those who have spent years curating a collection of art, antiques, or rare items, passing it on requires more than just a…