We’re Coming for the Holidays!
Passing a family home through the generations can leave a meaningful legacy for your heirs, but there are many issues to consider and resolve before proceeding.
Check Your Beneficiaries!
Often overlooked, the coordination of beneficiary designations is a critical component of any estate plan.
The Financial Costs of Aging
Is long term care right for you or a loved one? Explore the options here.
There are overlapping considerations in (over)funding a 529 plan, which are vetted here.Getting Educated
Estate Planning 101
Estate planning is often overlooked; this article does a nice job summarizing its importance.
Listen to Your Art
Art collectors have unique planning issues to consider when it comes to transferring their art. This article provides a good summary of what is involved.