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The Family Meeting: Not Just for Billionaires
For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone
Why the Beneficiary Form on Your Retirement Account May Matter More Than Your Will
One of the first things I ask new clients is when they last reviewed the beneficiary designations on their financial accounts. Retirement accounts. Life insurance.
Why Title Matters
Real estate can be owned in several different ways. The form of ownership, or how your property is titled, can determine how much control you
What to Do When Your Doctor Tells You to Get Your Affairs in Order
Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have
The use of an intentionally defective grantor trust
An estate planning vehicle that has attracted much attention is the use of an intentionally defective grantor trust (IDGT). A grantor trust is a trust
Proper estate planning: wills and trusts
Creating a will ensures that all your wishes are carried out after your death. A will is the most common way for you to distribute