Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
4 Ways to Use AI to Make Life Easier for You and Your Family
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Why Every Adult Needs A Living Will
Green Funerals: 6 Eco-Friendly Options For Your Remains
7 Issues To Consider When Purchasing Disability Insurance
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
Life Planning
How to Balance Family Memories with Future Plans for a Vacation Home
Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s a fishing camp on a lazy river or an oceanfront estate – the time has come to make more good memories…
Your Memorial Should Be More Than Just Money
One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so…
Unconditional Love Doesn’t Have to Mean Unconditional Inheritance
Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them. But that unconditional love doesn’t necessarily mean that unconditional trust exists when it comes to leaving children with a hefty…
The Wealth Creation Trust: A Gift That Keeps On Giving
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store. Instead, the hopes and wishes you have for your child (or grandchild’s)…
Vacations Are the Perfect Time for Families to Talk About Estate Planning
If you are like most Americans, you will probably be spending at least some of your vacation time this summer with older family members. While there are few perfect times to talk with parents about their estate plan, the relaxed…
Give While You Live to Avoid a Family Feud
A recent article in the New York Post about brothers battling over a painting from their uncle’s estate serves as a reminder of the importance of designating a destination for your personal property, either through a will or by gifting…
How Advance Medical Directives Became a Way of Life in One American Town
With just over 50,000 residents, La Crosse is a lot like other small American towns – but there is one thing that makes La Crosse stand out: 96% of La Crosse residents who have died have had an advance medical…
Does anyone still spank children?
Pediatrician Dr. Bill Sears is the author of more than 30 books on childcare, has appeared on dozens of national talk shows, provides medical and parenting guidance for Parenting and BabyTalk magazines, received his pediatric training at Harvard Medical School’s…
Subject: Receiving an Inheritance One Day? Here’s What to Do Now.
Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. A recent New York Times article explored the complicated issues that these inheritances can bring,…
How to Protect Life Insurance Proceeds from Taxation
If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you…
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