Important Steps to take After the Passing of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
October 9, 2024
Family Wealth Discussions are Critical to Proper Planning
Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
October 8, 2024
Preparing Your Adult Children for Their Inheritance
Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
September 18, 2024
Pitfalls of DIY Real Estate Deeds
Using DIY deeds like quitclaim deeds can create more problems than they solve, from legal complications to financial penalties.
September 16, 2024
Understanding Primary and Contingent Beneficiaries is essential for Estate Planning
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
September 3, 2024
Estate Planning is Critical for a Single Parent
Single parents must carefully consider each option when preparing their estates. By creating an intentional plan, parents can ensure their wishes will be honored for their children.
August 15, 2024
If you are Leaving Property Behind, Consider a Land Trust
Land trusts are key tools to protect your privacy and control your property. Learn how you can leverage a land trust in your own estate planning.
July 22, 2024
Sometimes, a Professional Trustee is a Good Idea
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
July 18, 2024
Should You Tell Beneficiaries Their Inheritance?
This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.
July 16, 2024
Inheriting Foreign Assets is Complex
In today’s global economy, it is increasingly common for Americans, whether living abroad or stateside, to receive an inheritance from a non-U.S. person.
July 1, 2024