Passing on Family Values as Part of Your Family’s Inheritance
Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you.
What Advice Do I Give to Clients?
If you created your estate planning, you likely have heard of special needs planning.You know you should plan
Gloria Vanderbilt: No Trust Fund Kids for Her
We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are set to pass down $84 trillion
How to Make Your Inheritance Last
Most people believe that receiving a large inheritance from a loved one would be life-changing. At least one study, however, found