Entrepreneurs may have a hard time deciding if they want to leave their children a large inheritance. You don’t want to create entitled, spoiled kids,
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Tying the Knot Finances
The average age of a couple getting married today is older: age 31 for a man and 29 for a woman. This often means merging
Win-Win With Charitable Trusts
If you have several substantial bequests to charities in your will, this Kiplinger’s article asks if it would be better to see the charity use
Special Needs Trusts Available to Everyone Who Needs One
A child who suffers the onset of severe epilepsy and developmental regression may require lifelong special needs. This calls for a redrafting of a basic
Make Certain Your Dynasty Succeeds After You’re No Longer in Power
The Yakima Herald article, “Passing the baton: 6 challenges for family business succession,” says that maybe one reason family dynasties are of interest is that
Don’t Add to Your Family’s Stress If You Die Young
Raising the topic of your own death with your parents, siblings, or partner may sound silly if you’re in your 20s or 30s, particularly if
Take Life’s Transitions Seriously
Many folks take on estate and financial planning in a piecemeal manner. It’s something they visit every now and then. Maybe they speak with an
What’s the Big Deal about Writing a Will?
CNBC’s article, “Prince or pauper, young or old, here’s why you still need a will,” lists the top three reasons why it’s vital to write
Six Titles Not in the Prince Songbook: Estate Planning Documents
Forbes‘ article, “Prince and Estate Planning: What We Can Learn from the Late Musician’s Financial Picture,” reminds us that you don’t have to be a
Yes, We Know: Prince Didn’t Have a Will
By now you’ve seen and heard the news of the musician’s sudden death. You also now are aware that the Minnesotan failed to take time
Reverse Mortgages Give You Tax-Free Cash
Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), are government-insured loans. These loans let qualified senior homeowners convert illiquid home equity into available
Adoption Tips for Those Planning on Adding to Their Families
According to the U.S. Department of Health and Human Services, the costs of adopting can be anywhere from a few hundred dollars to more than