What constitutes a “large” gift can be relative. If you are considering giving cash or property to someone, a little bit of planning can help avoid negative consequences. This is ...
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were ...
The new year is fast approaching. As we all prepare for the holidays, here are some things that should be on your end-of-year checklist: 1. Make Sure Your Estate Planning ...
The holiday season is a time to enjoy friends, family, and loved ones. Often, we consider our life circumstances and may get in the spirit of giving. This is particularly ...
Creating an estate plan is not a one-time event. You should review your plan periodically, to ensure it is up to date, and make necessary changes if your personal situation ...
Estate planning is an important task that everyone should undertake as it helps to protect your family and their financial future. However, estate planning can do much more than focus ...
Did you ever wonder what happens to your digital footprint when you pass away? As the internet has become more of an integral part of our lives, our information — ...
Becoming a new parent is a life-changing experience, and caring for a child is an awesome and joyful responsibility. This is also the time to think about your child’s future ...
For many individuals, leaving a legacy of charity is an important component of estate planning, but there are many factors involved in creating a charitable giving plan. First, it is ...
Not surprisingly, most people put off reviewing their estate plan because it can be both confusing and daunting. Others do not want to think about death and avoid the topic ...