National Make-A-Will Month is August!

August is National Make-A-Will Month! Having a will not only ensures that your wishes are carried out after your passing, but it also protects your loved ones from potentially lengthy and expensive court proceedings. Common misconceptions about making a will are you think you’re too young, you think creating one is too expensive, and you [...]

Artwork, Antiques, Collectibles… How to Plan for Them?

Don’t let your investments end up being considered just “personal property.” After your death, all of the things in your home or office are considered  “personal property” and depending on how you’ve planned, may become subject to the determination of the person appointed as your personal representative.  The personal representative can decide to sell them, [...]

You Never Give Me Any Money – Estate Planning with an Irresponsible Child

Difficulties with estate planning Estate planning is a commonly overlooked tool that can give you peace of mind and help your children after your passing. Parents want what is best for their children: to live happily, healthily, and hopefully to be more successful than their parents before them. Sometimes, however, you might understand that your [...]