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Over the years, I have found the hardest client decision in estate planning is often deciding who should be the guardian of any minor children. Sometimes, the lack of a clear choice prevents parents from even starting the planning process. Here are some thoughts that might help in the decision making process. Evaluating potential candidates Here are some […]

Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, we do have general guidelines depending on your current stage of life. The early years If you’ve recently embarked on a career, gotten married or both, now is the time to build the foundation for your

If your family owns a vacation home, you know what a relaxing refuge it can be. This is especially true these days due to the limited travel options you may have because of COVID-19 pandemic restrictions. However, without a solid plan and ground rules that all family members agree to, conflict and tension may result

Even if you have an estate plan in place that’s tax-smart now, changes in tax law or your financial circumstances down the road could turn your plan on its head. The good news is that you can build an “on-off switch” into your estate plan. When planning your estate, it’s critical to balance estate tax

You may consider your will as the centerpiece of your estate plan. But other documents can complement it. For example, if you haven’t already done so, consider writing a letter of instruction. Elements of the letter A letter of instruction is an informal document providing your loved ones with vital information about personal and financial