By Genevieve Wall | Published August 10, 2014 | Posted in Estate Planning, Estate Planning for People With Children, Links to Articles of Interest, Probate, Wills | Tagged Tags: estate plans, inheritance | Leave a comment
NY Times.com – August 1, 2014 “IF there is a boogeyman when it comes to family conversations about inheritance, it is not death. That happens whether people talk about financial plans or not. It’s the $40 trillion that financial advisers say their baby boomer clients are going to pass to their children either in an orderly way Read More
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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