Tag: estates
Dec 23, 2024
It’s common to think about grief primarily as a response to a single, shattering loss like the death of a loved one, a divorce, or a terminal diagnosis. Grief is rarely so tidy. Alexi Gilmore Mankookian, a Certified Grief Support Specialist, explained this at a recent...
May 10, 2021
I recently heard from a former client who wanted to reengage our services. Naturally, I asked her why. “I was named the executor of my father’s estate last year, and I now have a huge appreciation for what you do.” Whether one is named as the executor or...
Jul 8, 2013
TrustsWatch this video on YouTube When passing wealth to your kids, consider creating a trust to limit the later generation’s ability to tap into the principal. Several astute readers suggested this strategy after my recent column citing research that showed 90%...
