Your philosophy is an important part of your legacy; wisdom, as well as wealth, can be passed along to the next generation….
Passing on Wisdom Along with Wealth
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estate and tax planning
Hopeful FDA News Serves as a Planning Reality Check
Health issues are an important consideration in estate planning, as this bulletin about compassionate care shows.
Another Estate Planning Cautionary Tale in the News
Two recent articles in the news reporting family businesses that had to close for lack of a successor highlight the need for business succession planning…
Special Scenarios Demand Special Estate Planning
Nontraditional families need special estate planning strategies to ensure their wishes are fulfilled.
Is it a good idea to place my house in a trust?
Trusts are legal tools where the trustees hold and manage assets on behalf of the beneficiaries. They are commonly used in estate planning to manage and distribute assets to family members and others. They can help avoid probate, reduce estate taxes, and provide more...
In With the Old
There have been many changes in estate planning law, in technology, and in the law. Some principles of estate planning, though, never change.
Better Now Than Never When It Comes to Sharing Your estate Plan
Sharing your estate plan with your heirs BEFORE you die will help avoid misunderstandings and resentment among heirs later.
Seniors Need to be Smart About Scams
Alert to seniors, who increasingly are victims of scams.
“Homing In” on Your Estate Plan
Whether downsizing or aging in place, estate planning decisions need to be made about your primary residence.
Helping Heirs Inherit Collectibles Without Emotional and Financial Drain
Without careful planning, leaving collectibles can leave heirs with many headaches..,
