Where There’s a Will
In case anyone needs to be convinced, this article provides a good overview of some of the compelling reasons to have a current Last Will.
Do Not Forget the Last Piece of the Estate Planning Puzzle
Do not overlook coordinating beneficiary designations when updating an estate plan. This is a critical component to keep current.
Pass or Fail?
Here’s what passes and what flunks as educational expenses from a 529 Plan.
Passing on More than Dollars and Cents
Many families are finding that true legacy planning requires sharing vision and values with the next generations.
Understanding Powers of Attorney
One of the most misunderstood estate planning documents is the power of attorney. While seemingly simple, a number of design features should be thoughtfully considered, and any agent should take the fiduciary duties quite seriously.
Business Succession
For business owners, passing their business on to heirs is fraught with issues, which are explored at length in this excellent article.