Estate Planning Can Help You Pass On Your Values
Most of us would like to think we’re leaving behind more than just a financial…
8 years ago
Blog
When Children Receive Large Inheritances
It is not that uncommon for relatively younger children to receive large sums of money…
8 years ago
How Often Should I Update my Estate Plan?
I do a lot of presentations before groups and one of the most common questions…
8 years ago
What happens to a vacation home when the owner dies?
In some cases, the home may pass by will to children and other heirs, incurring…
8 years ago
The Importance of Life Insurance Trusts
The proceeds of a life insurance policy are included in the insured’s taxable estate…
8 years ago
Protecting the Rights of Heirs of Deceased Beneficiaries
After a long and happy life, Grandpa Watkins moves on to the great beyond. He…
8 years ago
Is Writing Your Own Will the Best Option?
It’s the classic movie scene: Three people are trapped underground with little hope for a…
8 years ago
Gifting Prior to Death
Gifting to your heirs before you die has a huge tax savings for you, and…
8 years ago
What Happens to Inherited Wealth Upon Marriage
All newlyweds hope for “happily ever after.” Unfortunately, for almost half of Americans who wed,…
8 years ago
The Importance of Advanced Planning
Estate planning is a critical necessity when someone is diagnosed with a terminal illness: It…
8 years ago