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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....
An article in the Wall Street Journal last fall shed light on the writer’s approach to having a conversation with parents about estate planning. Here is the article:...
