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Wills, Trusts, and Other Tools of Estate Planning

Wills, Trusts, and Other Tools of Estate Planning

In a strictly legal sense, estate planning is making legal arrangements for what will happen to your assets when you die. And most of the time, people automatically think of wills and trusts as the primary tools of estate planning. In reality, though, estate planning...
My Grandmother’s Recipe and Your Ethical Will

My Grandmother’s Recipe and Your Ethical Will

Leave it to the holiday season to make us nostalgic and thoughtful. A few weekends ago, Jill (my wife) and I celebrated one of my family’s longtime traditions with our kids – Brunswick stew. When I was growing up, my grandmother held a yearly event where she made a...
2020 Is The Year To Write Your Ethical Will

2020 Is The Year To Write Your Ethical Will

2020: A year that’s changing the world, a year that’s changing us. When it comes to Ethical Wills, we always say the time is NOW.  But 2020 has made this all too real for us. There has never been a better opportunity to write your Ethical Will, and we’re...

Free Downloadable: 2021 Tax Changes That May Affect Your Estate

 
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