Wise Strategies to manage an Inheritance

It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.

December 21, 2023

Last Will and Testament is different from Living Will

Estate planning legal matters are already confusing enough, so it certainly does not help to have similar names for related but completely different documents.

December 14, 2023

Houses make horrible Wealth Transfer Vehicles

Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children. Financial advisers have largely supported this tactic for passing along generational wealth.

November 16, 2023

How Should you Handle an Inheritance?

Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.

November 1, 2023

Life Insurance should be Major component of Estate Plan

No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.

October 19, 2023

Where Should You Store Your Will?

Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.

October 17, 2023

‘Pour-Over’ Will is vital to a Revocable Trust

For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.

October 9, 2023