7 Estate Planning Terms You Should Know
Estate planning is an incredibly important tool, not just for the extremely wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate …
Estate planning is an incredibly important tool, not just for the extremely wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate …
I had an experience recently updating a client’s unique end-of-life wishes for her memorial. Reach out to me if you have specific questions.
Have you heard of a grantor retained annuity trust (GRAT)? This type of trust is an efficient way to transfer asset appreciation to beneficiaries without using, or using a minimal …
When people think about estate planning, they usually focus on who will receive their money and property when they pass away and how it will be received. However, estate planning …
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
I recently heard 2 myths related to standalone retirement trusts that we would like to clarify. But first, what is a standalone retirement trust (or SRT)? It is a special …
With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people may wonder whether an AI program can create …
To all healthcare workers: Thank you for all of your hard work – day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to …
What if one of your kids wanted to sue you? No one thinks it will happen to them, but it happens more often than you might think. I can help …
Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan …