September 2023
12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for health care and property? These are part of every complete estate…
Read MoreTips to Avoid Common Estate Planning Mistakes: With a few simple actions, you can ensure your estate planning is effective
Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes? Titling property jointly with your children as a substitute for a will. Unlike a will, a transfer of an interest in your property is…
Read MoreTips for Leaving an Inheritance to Family: Make sure you think about potential disruptions and plan ahead of time
Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior – far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your biggest investments: your individual retirement plan? Your Retirement Assets Perhaps most…
Read MoreShould You Treat Your Kids Equally in Your Will?: The “right” decision is most aligned with your wishes for your family’s future
As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will? While the notion of equality sounds like the epitome of fairness, real-life…
Read More