Estate Planning Mistakes to Avoid
Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in […]
Estate Planning – It’s Not Just a Tax Issue
As everyone is well aware, the U.S. Congress passed a major new tax law in December. One provision included increasing the estate tax exemption to $22.4 million for a couple […]
Dos and Don’ts of Beneficiary Designations
Most people think of wills and trusts when they hear the words estate planning. However, an essential – and often overlooked – aspect of estate planning is making beneficiary designations […]
Preparation is Key
A recent report from BMO Wealth Management says that the failure to prepare families for the financial transition that accompanies parents’ final transition can lead to family discord. The report, […]
Estate Housekeeping
The start of the year offers a great opportunity to take stock and reflect on any major changes that have happened to your life in the past year. Perhaps you […]