Making Inheritance Talks Easier
Wealth coaches and financial advisers talk about how to avoid some uncomfortable situations.
If I’m 35, Do I Need a Will?
It’s never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life’s unexpected twists and turns.
Fixing an Estate Plan Mistake
Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. For example, a trust may have become outdated because of changes in tax laws, the birth or death of family members, or special circumstances like an heir’s disability.
Share Your Estate Plan Now to Protect Your Family When You Are Gone
Estate planning clients, typically those nearing or beyond retirement, often ask what kind of information they should share during their life with the beneficiaries of their estate.
What Should I Know About Joint Tenancy?
Joint tenancy is an arrangement that allows beneficiaries to access your account, without having to go to court.
Some Estate Planning Actions for 2020
This time of the year is a great time to revisit your estate plan, so you can ensure your legacy is protected for years to come.
How Can I Upgrade My Estate Plan?
Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. However, it’s not just freewheeling entertainers.
How to Begin Talking About Estate Plans
Few families, of course, enjoy talking about money. Introduce the idea of estate plans and inheritance—who gets what and why—and conversations often never get off the ground.
What the Movie “Knives Out” Teaches Us About Estate Planning
One of the most dramatic scenes in the movie, is the gathering of the Thrombey Family at their father’s estate to hear the reading of the will.
Is it a Good Idea to Put My Home in a Dynasty Trust?
They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?