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...
by Christine | Mar 4, 2014 | Estate Planning, Inheritance |
You may need to take some initial measures to protect your new wealth, but don't jump into making big decisions immediately. When a loved one passes along an inheritance, it is often a gift of great potential. Therefore, the heir should take some time to reflect...
by Christine | Mar 3, 2014 | Estate Planning, Trusts, Wills |
The question that many Americans want answered is: is a will or trust best for retirees? There are simple solutions to simple problems, and complex solutions to complex problems. That being said, when it comes to estate planning many Americans ponder the following:...
by Christine | Feb 28, 2014 | Business Succession Planning, Estate Planning, Family Business, Small Business |
Family businesses account for much of this country’s domestic product and are core to the American Dream. Whether it is a century-old international automobile manufacturer or a group of local dry-cleaners, family involvement in the business is a common goal. Like...
by Christine | Feb 27, 2014 | Estate Planning, Inheritance |
They are relatively older, they are probably inheriting from financially conservative parents and they are dealing with deep emotional reactions. Leaving behind or receiving an inheritance includes several planning points to ponder, including tax questions and legal...
