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 […]
The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts can exacerbate the stress. Without proper planning, your significant other could struggle to gain access to your accounts, […]
Passing Your Stories and Values to Future Generations Money tends to be focus of an estate plan, but the one’s riches of wisdom, values and experiences, can be more meaningful to their family and friends. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding your money, property, and belongings. […]
