You may have already begun your estate planning journey and have done a deep dive into a self-assessment. You may have had to answer many tough questions so far, but still, you have not completed the entirety of the process. Though you may have many aspects of your...
A large part of estate planning is making your wishes known even when you can no longer express them on your own. Whether you prepare for the possibility of incapacitation or for your death, you want to make sure to complete certain tasks in the manner in which you...
A recent publication in The Atlantic estimates over 1.4 million American households hold over $5 million in assets. With such large wealth in the country, many are starting to ask whether there is such a thing as “too much” inheritance. For many wealthy...
Fraudsters are known to target our senior loved ones and, according to a recent report in Barron's, their efforts are successful. Scammers have reportedly gained billions of dollars in ill-gotten gains from senior Americans. These fraudsters are largely successful...
Putting together an estate plan is likely on your “to do” list. For those who already have a plan, they may have an annual reminder to review the plan and make changes as needed. Whether you are one of the millions in the former situation or part of the...
Fair does not always mean equal. Parents learn this lesson while their children are young. It quickly becomes apparent that each child has their own personality and may have different needs. This can translate to different forms of parenting styles for each child.As...
Timeshares are great for those seeking a getaway, but they aren't easy to deal with in an estate plan. Aside from finding someone who wants to maintain these vacation ownerships, you need to find a way to incorporate these into your plan so your beneficiaries don't...
Parents have many tough decisions to make when raising their kids, and one of the most difficult can be how they plan to pass along their assets. Most families do not want children under the age of 18 inheriting money or property, so choosing a qualified trustee is...
Putting together an estate plan is a unique process for everyone. Although legal professionals will caution against the use of do-it-yourself (DIY) estate planning tools, nothing sends the message home better than real life examples of the errors that can occur when...
As you begin estate planning, you may want leave money for your children even though they may not have inherited your good financial sense. If there is a chance a child could squander his or her inheritance, it may be appropriate to take precautions to help protect...
