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....
It’s not very often that I see an estate plan that treats children unequally. When I do, it is usually because a parent is estranged from one child and leaves him or her nothing. In estate planning, “equal” isn’t necessarily the same as “fair.” Recently, a client I’ll...
Based on my experience, American societal money scripts around estate planning appear to be “Good parents leave everything to family,” and “The more money I can leave my kids the better off they will be.” It’s not surprising, then, that estate...
We’ve made it to the middle of January, that time of year that is the graveyard for so many New Year’s resolutions. Even if you abandon any other resolutions you may have made, though, please consider carrying out a very important one. Resolve to make a...
Watch this video on YouTube Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often lasts for a client’s’ lifetime. Sometimes that relationship even extends...
