How Can I Pass Wealth to My Children and Grandchildren?
Inherited assets come with benefits, along with some burdens
November 9, 2021
What Do Elder Law Attorneys Do?
Elder law attorneys can help with a long list of legal matters that seniors often face…
November 3, 2021
Should I Ask Mom and Dad about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
November 3, 2021
Why Do Families Fail when Transferring Wealth?
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
November 3, 2021
Estate Planning Mistakes to Avoid
According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.
November 3, 2021
How Do I Write a Will?
Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
October 22, 2021
Estate Planning and Cryptocurrency
Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
October 22, 2021
What’s the Best Way to Create a Comprehensive Estate Plan?
When it comes to estate planning, many Americans are unprepared for what comes after death. Two out of three adults do not have a will or other estate planning documents, according to the caregiving website Caring.com.
October 19, 2021
Estate Planning for Special Needs Children
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
October 19, 2021
Is My Will Void If I Get Divorced?
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
October 19, 2021