For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be
Clients often tell me they are wanting to “get their affiars in order” so their spouse or children do not have to worry about it later. While this will be
Here is a good summary of the recent estate and gift tax changes voted into law last week.
IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner
Blended families face some interesting challenges when it comes to estate planning. Often, the parents have a hard time deciding to how to provide for their “new” family while still
RAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do
For those of you who own a business, have you given any thought to how that business will be transferred to others in the future? How will you ’pass the
Due to our aging population, more and more people are suffering from some level of forgetfulness or dementia. Often, there is not an actual diagnosis by a physician, but the
