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Estate Planning for Second Marriages

Posted on: September 2nd, 2020
In first marriages, the couple generally has the same goals when it comes to their estate planning: take care of the surviving spouse for as long as he or she lives, then whatever is left will go to the children. They may own many of their assets jointly and, at the death of the first spouse, more than likely everything will go to the surviving spouse just as they had planned. But second marriages (after divorce or death of the first spouse) are different....

5 Common Estate Planning Mistakes to Avoid

Posted on: July 24th, 2020
From time to time, it's good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are five common estate planning mistakes to avoid....

What and When Should You Tell Your Children About Their Inheritance?

Posted on: June 22nd, 2020
Not many parents like to talk to their children about their wealth. How much money people have is usually considered a private matter, something it's not polite to talk about. But not talking to children about how much they may inherit can leave them unprepared to handle even a modest amount....

How to Choose a Trustee

Posted on: May 22nd, 2020
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 accurate records, and generally keep things organized and in good order....

The Value of Having "a Plan" in Your Estate Plan

Posted on: April 24th, 2020
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations....
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