We have worked closely with estate planning attorneys over the years in helping folks meet their estate planning goals. Here is great advice we hear all the time from top estate planning attorneys: No matter your age, the state of your health or the size of your portfolio, every adult has to address the problem of estate planning. There’s no … Read More
Don’t Make the Kids Wait to Get Their Inheritance. Here’s Why…
This time of year is very popular to gather with family members. So why not invest some time to think about whether you should give any of your family members some of their inheritance now instead of making them wait until later.
Avoid this estate planning nightmare
Here is a story of an estate planning nightmare that I hope you avoid.
Here’s an important family meeting you should hold
During the upcoming holiday season here’s a special kind of family meeting you should hold and an example of what could happen if you don’t!