Making an estate plan is a positive step that many people fail to take early enough. That can leave them and their loved ones vulnerable if something untoward should happen to them. One mistake those who have made their plan often make is to fail to tell people they...
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Month: July 2024
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Can you influence how a beneficiary uses their inheritance?
You have two children who are going to be the main beneficiaries of your estate plan. You’re leaving them the bulk of your wealth, seeing this as one more way that you can care for them even after you pass away. You’ve worked your whole life to save up this money for...
How to divide family heirlooms (fairly) amongst your heirs
It’s the small things that count, and that’s never more true when it comes time to divide up someone’s precious mementos and family heirlooms. Regardless of their intrinsic worth, small things can take on gargantuan importance and create massive family rifts after...