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How Estate Planning Keeps the Peace for Blended Families

Even a close family can have quarrels and confrontations, but these conflicts tend to be more prominent within a blended family.

Posted on: January 7, 2020

Succession Planning for Family Owned Farms

Whether you are just now embarking on your succession journey or are somewhere in the middle, remember the four Cs: clarity, certainty, continuity and communication.

Posted on: January 6, 2020

Self-Employed Retirement Success Requires Discipline

A recent study by retirement research company Plansponsor, a division of Connecticut-based Asset International Inc., shows of those surveyed nationwide, only 56% of independent workers were actively saving for retirement, compared with 72% of traditional workers.

Posted on: January 3, 2020

How Do I Reduce My Blended Family Fighting Concerning My Estate Plan?

Even a close family can have quarrels and confrontations, but these conflicts tend to be more prominent within a blended family.

Posted on: January 2, 2020

What Should I Know about Estate and Inheritance Taxes with Property in Two States?

I want to save on estate and inheritance taxes for my heirs.

Posted on: January 1, 2020

Disinheriting Loved Ones is A Common Mistake

Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.

Posted on: December 31, 2019

How Much Control from the Grave Can Parents Have?

They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?

Posted on: December 30, 2019

Share Your Estate Plan Now to Protect Your Family When You Are Gone

Estate planning clients, typically those nearing or beyond retirement, often ask what kind of information they should share during their life with the beneficiaries of their estate.

Posted on: December 27, 2019

Special Needs Planning is a Lifelong Event

Linda Smyth has spent more than 20 years fighting her way through a complicated maze of paperwork, assessments and denials in the attempt to secure services for her son, who is on the autism spectrum.

Posted on: December 26, 2019

Holiday Gatherings Often Reveal Changes in Aging Family Members

It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice that things seem … off.

Posted on: December 25, 2019