Which life events that require an immediate estate plan update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping Continue reading

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Estate planning offers many ways to leave your assets to your children, but it’s just as important to know what not to do. Here are some things that are all too common, but textbook examples of what not to do or try….

“Oral Wills”

If you feel you have a good rapport with your family Continue reading

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Here are three examples of worst-case scenarios with a descriptive demonstration of how a carefully crafted plan can address issues, from the predictable to the total surprise.

Scenario One: Family Members Battle One Another

You don’t want the people you care about most to get into Continue reading