Month: August 2018
August 31, 2018
The Value of Having a “Life Plan” in Estate Planning
All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living…
August 24, 2018
How A Living Trust Helps Your Family
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a…
August 17, 2018
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a…
August 10, 2018
Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass…