July 9, 2021 •
Estate Planning My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her niece and nephew. What inheritance tax will there be?
Read MoreJuly 6, 2021 •
Estate Planning The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
Read MoreJune 30, 2021 •
Estate Planning As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreJune 24, 2021 •
Estate Planning The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
Read MoreJune 21, 2021 •
Estate Planning You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.
Read MoreJune 18, 2021 •
Estate Planning If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreJune 11, 2021 •
Estate Planning The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
Read MoreJune 10, 2021 •
Estate Planning Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
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