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Death and Finances

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Consequences of Remarriage in Your Estate Planning

Suppose you or someone named in your estate planning has remarried. In that case, there are several significant issues that you should be aware of …

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How to Address Fears When Talking About Money

Studies have shown that the most significant contributing factors to a generational loss of wealth are a lack of communication and trust among family members …

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Frequently Asked Questions on Estate Planning for Seniors

According to a research by Caring.com, the number of adults aged 55 and older who have written a will has decreased from 60% to 44% …

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Checklist for Facilitating Multigenerational Wealth Transfers

  According to studies, 70% of a family’s wealth is lost by the end of the second generation, and 90% by the end of the …

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Beneficiaries Acting As a Trustee

Beneficiaries Acting As a Trustee Clients frequently name their children as beneficiaries of their revocable living trusts. Several clients want their child to be the …

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