Estate Planning Facts for the Holiday Season
Every year around the holidays, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder […]
National Regifting Day: Regifting for Your Future
During the holidays, we usually receive at least one gift that, let’s face it, falls a bit flat. When we were young, it might have been an itchy sweater from […]
12 Estate Planning Steps to Take This Holiday Season
“On the first day of Christmas, my true love gave to me a partridge in a pear tree.” —The Twelve Days of Christmas A partridge in a pear tree? Lords […]
When a Trustee Becomes a Burden: Knowing When to Fire Them
Serving as a trustee of a trust carries significant responsibility and duty not just to you as the trust’s creator but also to the beneficiaries who depend on accurate, faithful administration.
The True Cost of Inheriting a Home
While a house can be a generous gift that might seem like a windfall, the financial and practical realities of owning a home can quickly turn that gift into a burden for heirs who are not fully prepared.
How to Make Your Inheritance Last
The initial mix of excitement and grief when receiving an inheritance can lead to impulsive financial decisions. One of the most important steps you can take is to resist the urge to immediately make significant decisions.