Money and Kids
Money Talk: How Much Will You Share With Your Kids (and When)? In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent…
Category Estate Planning
False Security
Is Your Will Legally Valid? A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not actually be carried out, and instead the laws of “intestate…
Trusts vs. Wills
4 Things Trusts Can Do That Wills Can’t Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages…
When To Start Planning
Is Your Family “Too Young” to Need an Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to…
Estate Planning For Women
What Women Need to Know About Estate Planning Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a…
Estate Planning Essentials for Parents
A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many…