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...
Watch this video on YouTube Estate planning can be one of the most emotionally difficult aspects of financial planning. One often-overlooked aspect of estate planning is talking with your heirs about your legacy plans. While most of us probably accept in theory that...
