You know it is important to plan for your future: college for the kids, retirement, and security for your family should anything happen to you. We hear all the time that the whole things seems so overwhelming – and often, people just put it off because it just seems so daunting. But once you’ve decided […]
Google the phrase “Estate Planning Mistakes” and you’ll see pages of results. Seems like attorneys and financial planners are always telling their clients how to avoid one mistake or another as they put together their estate plan. But in the end, the single biggest mistake you can make is all about what you DON’T do. […]
A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate. A life estate is a tenancy that allows a person to use a property for the rest of their natural […]