Enjoy this article courtesy of Forbes!
Read More »Reuters – Who is family when it comes to estate planning?
This article is courtesy of Reuters: “Most families would not fail to invite their sons- and daughters-in-law to Thanksgiving dinner, but a discussion of the family inheritance is another matter.
Read More »Daily Mail – Bank of Mom and Dad wants to keep tabs on inheritance: Parents keen to have say on how money they leave to offspring is spent
Enjoy this article from Daily Mail: “Parents across the UK want to control how the cash they bestow is spent by their children, a new survey suggests.
Read More »How Your Trust Can Help a Loved One Who Struggles with Addiction
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. But you should also consider it when working on your estate planning. Whether the addiction is alcoholism, drug abuse, or behavioral like gambling, […]
Read More »Daily Mail – Daughter sues her ‘self-involved’ mother for ‘frittering away more than $13m of her inheritance
Enjoy this article from Daily Mail: “A Long Island mom has been accused of selling the properties bequeathed to her daughter in order to fund a lavish lifestyle, including buying expensive cars and a Hamptons mansion.
Read More »Check Your Estate Planning List Twice
Dwelling on estate planning may seem like a bit of a downer. Now is as good a time as any to take stock of your personal finances and also make sure you have done some proper estate planning. Having your affairs in order will lift a huge burden off your family that would otherwise face […]
Read More »3 Decidedly Dumb Ways to Leave an Inheritance for Your Children
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try….
Read More »A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation
Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions or acquired riches, but whether we realize it or not, our choices, words, actions, and values will impact someone and form the heritage we hand down. — Ben Hardesty
Read More »Got Stuff? George Carlin Says You Need An Estate Plan!
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on “stuff.” We all have stuff, and we’re pretty particular about our stuff. We move it around with us, it’s hard for some of us to get rid of it, and some of us don’t like our stuff […]
Read More »How to Align Insurance with Your Estate Plan
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death. However, instead of considering these insurances as separate items, we suggest you make them part of an integrated, overall […]
Read More »