When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …
Estate Planning
Your Child Just Turned 18: Don’t Overlook This Critical Issue
There is great joy in having your child reach their eighteenth birthday and become a legal adult. It is often a celebrat…
Keep the Peace, Preserve Your Wealth
Numerous studies have claimed that the greatest wealth transfer in history is underway, with a staggering $36 trillion e…
Six Estate Planning Tasks to Tackle Today
I’ve heard it said that estate planning is a process some people avoid, because they link its completion to someho…
Tips for Managing an Inheritance
Many people imagine what they would do with a million dollars. But there are a number of situations that require a perso…
Inheritance Strategies for Blended Families
Blended families, or families in which one or both parents have children from a previous relationship, are more common i…
Death and Taxes: Estate Planning Considerations
Death and taxes. It is said that those are the only two certainties in life, yet people rarely want to discuss either. I…
A Rudderless Ship — Preparing Your Children for Wealth Transfer
Doesn’t it seem silly in some respect to even contemplate the idea of setting sail without an ability to actually naviga…
Estate Planning Do’s and Don’ts for Young Couples
Estate planning is often not a priority for many young married couples. However, even young couples, particularly those …
Incompetency Planning
There are times when an individual is unable to make responsible decisions about their personal care or finances. Exampl…