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COVID-19 has upended our plans and shifted our priorities. One task that has climbed up on the to-do list is to get to the estate planning that many have wanted to work on, but there were countless reasons why it remained undone. In recent weeks, many have...
The linked article’s discussion about spending part of a would-be inheritance on experiences shared with the grandchildren is worth consideration....
The linked article raises a lot of important points to consider before assuming that children want the family vacation home. Additionally, family discussions that take place when the older generation can hear the thoughts of younger generation can be pivotal for...
The linked article provides some helpful examples that shed light on information to be aware of when considering making gifts to younger generations....
It is common, as noted in the piece, that a review of one’s Will every three to five years is a good rule of thumb if there are no milestones (marriage, birth of child) that occur in that time. However, we encourage that one review a Will (which should be one...
When adult children return to the family home or need financial assistance, it’s important to consider that in one’s planning and budget. The linked article provides some food for thought about establishing some boundaries and approaches for parents....
