1. Should You Tell Your Children About Their Inheritance?

    Money is not a topic that is talked about freely, and sharing details of your children’s inheritance with them might feel uncomfortable. Should you tell them if they are going to get a substantial amount of money? Should you tell one child they will get less than another? Navigating these question…Read More

  2. Don’t Forget the Details When Estate Planning

    Have you recently started estate planning, or you have had a will or trust in place for awhile? Good for you, this is a crucial step in securing your financial future and that of your beneficiaries. However, many people fixate on the financial details, but forget some of the finer ones. We will expl…Read More

  3. Estate Planning After a Death

    When a loved one dies there are many emotions that must be processed as you grieve, and managing their estate is probably the last thing on your mind. If no estate plan is in place, you may find yourself scrambling during this emotionally trying period. If you have a solid estate plan in place befor…Read More

  4. Gifting Assets to Your Children: Avoid These Mistakes!

    As you grow older, have children, and watch them grow up, you are bound to start thinking about how you can gift them your assets and property. With many complicated tax laws and gifting implications, passing on your financial assets is not as easy as writing a check. There are common mistakes that …Read More

  5. Inter Vivos and Testamentary Trusts

    The world of trusts, wills, and testaments can be confusing, but when it comes to inter vivos trusts vs. testamentary trusts, there is really just one main difference. Inter vivos is Latin for “between the living”, and describes a trust made while the grantor is still alive. A testamentary trust…Read More

  6. Communication is Key in Estate Planning

    Having an estate plan is crucial for ensuring that your financial estate passes on to the people you want it to. Having a great estate plan will take into account taxes, health care, and whether you should form a trust. Even if you take all of these steps, and create good estate planning documents, …Read More

  7. Living Trusts Vs. Wills

    Everyone has heard of a will, the famed document in many a movie drama that determines a huge plot change. You may have heard of trusts, or living trusts, as well, but do you know the difference between these two documents? There are critical differences that are important to know as you go about yo…Read More

  8. What is Estate Planning and Do You Need It?

    Estate planning is essential for any individual to make sure that their property, health care, and care of loved ones are set up properly in their absence. A comprehensive estate plan can eliminate legal issues and paperwork that can be overwhelming and confusing. Whenever someone dies there are que…Read More