By Genevieve Wall | Published August 5, 2015 | Posted in Estate Planning, Estate Planning for People With Children, Probate, Trusts, Wills | Tagged Tags: beneficiaries, estate planning, Trusts, wills | Leave a comment
8/4/15 – from “Financial Planning” – So that you can keep your estate plan up to date, there are 5 important questions you should review with your estate planning lawyer every year. Read the article at this link: 5 Questions.
Read MoreMarch 21, 2014 – Fox Business As we spend more of our lives online — banking, collecting credit card rewards points, playing virtual reality games, creating photo albums, emailing, tweeting — it’s increasingly important to consider how beneficiaries can access those accounts and any assets they hold, once we’re gone. READ MORE HERE
Read MoreForbes.com – May 12, 2014 If you are a parent who worries about what your wealth will do to your children, you are not alone. Many clients want to leave money to their kids, but they are concerned that their children are ill-equipped to handle sudden wealth. Some worry that by providing too much money Read More
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