AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
Why “Just a Will” Is Never Enough
3 Essential Questions to Ask Before Creating Your Will Online
How To Choose the Right Trustee
What Your Last Will & Testament Will (And Will Not) Do—Part 2
What Your Last Will & Testament Will (And Will Not) Do—Part 1
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
Probate: What It Is & How To Avoid It—Part 2
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
Will and Trusts
Greatest Wealth Transfer in History Underway – What’s Your Plan?
A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The…
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…
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…
7 Steps to Creating an Estate Plan That Keeps Your Family Out of Court
Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated…
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…
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,…
5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car accident in Los Angeles last November at the age of 40. His estate was opened at the end of January in the…
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