Tag: inheritance
Feb 24, 2025
My wife and I recently enjoyed a trip to the Middle East. In Jordan, we had the unique privilege of dining in the home of a local family. The homemade food was delicious and unforgettable. Another memorable part of the evening for me was a conversation about money. As...
Feb 10, 2025
Estate planning, as I emphasize to clients and write about regularly, is critically important. It matters that we establish how we want our tangible assets like money and property distributed when we die. Life legacy planning is a broader perspective that includes our...
Feb 3, 2025
Sorry, any children of Boomers who may be hoping for a big inheritance someday. We’re spending your legacy. This is the finding of a recent Schwab survey of more than 1,000 high net worth Americans that highlighted a generational divide in intentions for passing on...
Oct 16, 2023
For many of us, our home is more than just a piece of property. It holds deep memories and emotional meaning, especially if we raised our families there. For this reason, estate planning discussions often include leaving the family home to the kids. This can be a way...
Aug 28, 2023
Estate planning matters. Not having a will can leave surviving family members to struggle with legal complexities, increased costs, and strained relationships as they make decisions that they can only hope the deceased would have approved. It adds pain and heartache....
