When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Of Wealth And ResponsibilityThere is a responsibility that comes with wealth, and it does not end at death. It starts with proper planning. Hence, here ... Estate Planning
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Blending Families, Blending FinancesAll couples should have [a] talk [about] finances before they get married. But it's especially important to cover all the ... Blended Family
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When Wills Don’t Work (And Sometimes Why)Most people assume that their wills are the ultimate guide on who gets their bank or brokerage accounts after they die. But a ... Estate Planning
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Giving The IlliquidWith the holidays and year-end quickly approaching, now would be a good time to discuss an alternative to a cash charitable ... Charitable Gifting
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Growing Old – Sissies Need Not ApplySorry, kids, but I was never gracious, and it just gets harder and harder. I want the right, at 86, to play kick-the-can, to ... Elder Law
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“Estate Planning” DescribedEstate planning is the process of legally structuring the future disposition of current and projected assets. What is estate ... Estate Planning
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MOPM – Managing Other People’s MoneyIf you're handling the finances for an older family member or are about to do so, some sticky challenges can pop up quicker ... Estate Planning
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Family Meetings – More Than Just FunYou don't have to be a blended family with a bunch of teenagers under one roof to need a family meeting (though it could ... Estate Planning
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Leaving Your Business By DesignOne thing is certain about the relationship with your small business: One day in the future will be the last in your ... Business
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Giving And DeductingMaking a charitable donation is not only a chance to make a difference: it's also an excellent way to reduce your tax burden ... Charitable Gifting
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Sharing Your Personal Financial Information – All In The FamilyTo ensure that your heirs have easy access to your financial life, leave them a road map. The best laid plans of mice and men ... Estate Planning
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State Death Tax GotchasThe federal government giveth-and state governments taketh away. That's increasingly the case with estate and gift taxes. The ... Estate Tax