by Christine | Dec 4, 2013 | Dynasty Trust, Estate Planning, Trusts |
In the end, the goal is to convert what is otherwise a fleeting inheritance into a perpetual wealth management opportunity for the family. This goal can only be accomplished through proper, coordinated planning. Our goal of passing along wealth to the next generation...
by Christine | Dec 3, 2013 | Disability Insurance, Estate Planning, LIfe Insurance, Long Term Care Insurance |
Discomfort with the details prevents many people from obtaining the necessary coverage. The kinds of insurances we are “required” to buy help us with the minor bumps and scrapes in life and are sometimes easy to think about, shop for or ensure that we have adequate...
by Christine | Dec 2, 2013 | College, Estate Planning, Financial Aid, GIfting |
"Kids inherit money. We don't want it." Sometimes too much inheritance all at once is a threat to moral development, it’s true, but sometimes a gift can threaten a college education by complicating financial aid. As parents of the college-bound...
by Christine | Nov 28, 2013 | Blended Families, Estate Planning |
When Carol and Mike Brady got together on the classic TV show "The Brady Bunch," there wasn't a lot of discussion about how the couple would handle things like updating their life insurance policies to reflect their new, blended family, or...
by Christine | Nov 27, 2013 | Estate Law, Estate Planning |
Estate planning is the process of legally structuring the future disposition of current and projected assets. Estate planning is many things. In order to present a solid definition of this particular type of planning, a recent Forbes article posed the question, “What...
by Christine | Nov 25, 2013 | Beneficiary Designation, Estate Planning, Probate, Wills |
A will may say to divide an estate equally among three children. But if a particular account is titled to pass to just one, only that beneficiary will get the account. Your Last Will and Testament is the legal document to put your wishes in writing and get it all...
