Baby Boomers – the biggest generation now on the verge of being the biggest group of inheritance recipients -- must answer the call to make prudent decisions on a staggering amount of inherited wealth. Boomers who have not yet…more
A will is a vital estate planning document, and allows you to distribute your assets and property according to your wishes. A will has a number of limitations you may not be aware of. However, there are several items that…more
One spouse is more motivated than the other to establish an estate plan, either because he or she just inherited a tidy sum or because one is a planner by nature and the other is a procrastinator. If this situation sounds…more
They call it the “Poor Mans” estate plan. Just add your adult children to all of your accounts instead of a will. While this technique appears to save money, there are many unintended consequences you should be aware of…more
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