Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings bubble to the surface, and the once-happy family is now embroiled in litigation over the decedent’s estate. […]
When most people think of estate planning, they think of assets such as bank or brokerage accounts, retirement plans, life insurance, and real estate. But sometimes invaluable personal property, such as family heirlooms or keepsakes, needs to be included as well. This type of property should not be overlooked in your estate plan just because […]
Estate plans are almost magical: They allow you to maintain control of your assets, and yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your family and financial affairs private. But one […]
Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment. Below are five steps that can facilitate successful estate planning for generations. 1. Get […]
