Dec 15, 2019
Legacy planning transfers wisdom, family heritage, and unity. When an estate plan only focuses on the assets to be inherited it often leaves a family in disarray. Every family has traditions and values that bring them together and guide them through tough times and...
Feb 1, 2019
Are you in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously)?, If so, you need to know whether or not your parents have an estate plan. While it is still your parent’s choice to make estate planning...
Nov 15, 2018
If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the property will be titled. And, although joint tenancy seems like an easy and convenient choice, it may not work as well as you...
Nov 9, 2018
Your wedding is over and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. Well, not so...
Apr 19, 2017
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep...
