Estate Planning 101
Estate planning is an often-neglected subject in financial planning. The reasons I’ve heard from people about why this is the case run the gamut from not believing they have enough […]
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 […]
Executor Decision
Passing on some good advice from a fellow CFP® professional – who also happens to be an estate planning attorney – regarding how to pick you estate executor. While the […]
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, […]