by Christine | Mar 31, 2014 | Estate Law, Estate Planning, Wills |
To keep your will from “going wrong,” avoid these common mistakes. The intention of creating a will is so that your wishes will be carried out when you are no longer here. It's a pretty powerful document, no doubt! So what happens if there is a mistake in the...
by Christine | Mar 18, 2014 | Estate Planning, Individual Retirement Accounts (IRA), Trusts |
Whichever way you pass on your retirement account assets, leaving an IRA can provide a grandchild with a significant financial foundation. Think of an IRA as a potentially powerful estate planning tool. Properly structured, an IRA may transfer wealth to younger...
by Christine | Mar 17, 2014 | Estate Planning, Inheritance |
Children almost always interpret unequal inheritances as an expression of unequal love, Witt told her clients, and giving one child more than another may make them feel slighted and angry. When planning to pass on your estate, you may feel like all will be fine as...
by Christine | Mar 13, 2014 | Estate Planning, Family Business, Wealth Transfer |
As for the last conspiracy theory – elite families passing their wealth from generation to generation – evidence suggests that it is the exception rather than the rule. If you were able to create some wealth through the family business, how do you keep it going in...
by Christine | Mar 11, 2014 | Estate Planning |
This week, I had the pleasure of writing an article for "The Caregiver's Voice" website regarding how to talk to your parents about estate planning. Here is the link to the article hope you find it interesting, and most importantly, useful....
by Christine | Mar 7, 2014 | Estate Planning |
Completing the following four tasks can help you meet any last obligations to your loved ones, ensure your final days are spent as you want, and reconcile your dreams with the realities of your life. Is a goal without a plan just a wish? Regardless of the goals...
