Just like birds, cooler weather drives many people to head south. If this is in your plan this coming autumn or winter, there are a few things to consider before leaving. Not only do you need to ensure your family’s safety from COVID-19, but also that your estate planning documents are updated, valid, and enforceable. […]
COVID-19 has deeply impacted the economy in the United States and this will likely continue for a long time. As a result of the pandemic, interest rates continue to fall and are currently sitting at a historic low. Today, the interest rate rests at 0.25%, the same as it was during the 2008 Housing Crisis. […]
Far too many families end up fighting, or at least experiencing tension, over a family inheritance, but it does not have to be that way. Many families have worked through the details of divvying up a deceased relative’s property remarkably well and ended up even closer. Having counseled families for years, we offer the following […]
No one looks forward to the passing of a loved one, but many people cannot help but wonder about a future inheritance. Often when a person dies and leaves money or property, the beneficiaries and heirs want to know about the overall value of the estate. Most jurisdictions require an executor or trustee shares this […]
