Most Financial Advisors will tell you it’s essential to have an estate plan and to update it as your life and estate tax laws evolve. This will help...Read More
It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...Read More
This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...Read More
I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...Read More
As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...Read More
We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...Read More
Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...Read More
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