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Estate Planning

Should I Ask Mom and Pop about Their Finances?

November 1, 2021

There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.

Estate Planning

How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 3, 2021

One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.

Estate Planning

Here’s Why You Need an Estate Plan

July 31, 2021

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.