Refreshing Your Estate Plan
Estate planning is not a “one and done” endeavor. Make sure to periodically review your estate plan and make adjustments as circumstances evolve over time.
Pass It Down Early
If you are concerned about the “Prince Charles Effect” (adult children coming into their inheritance too late in life to really enjoy it), earlier lifetime gifting may be the solution.
Opportunity is Knocking
Business owners have a unique opportunity for estate planning in the near term.
All In Family
Keeping a meaningful destination home in the family for the next generation requires careful planning that is not for the faint of heart.
Adding to Your College Preparations
Is your newly-minted young adult child heading off for college next month? If so, do not neglect to get powers of attorney and medical documents in place before they leave.
Single People, Take Note
Contrary to popular belief, estate planning is actually more complex and more important for single persons without children. This article gives a good “lay of the land.”