There are a variety of events in your life that may trigger the need for new or updated estate planning. Events such as a marriage, a divorce, a birth or a death may occur, creating a new need for changing existing planning documents. You...
Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents by talking about their estate planning. The result? One in three parents haven't had detailed conversations with their adult child...
All good wealth management includes estate planning as a component. Changes in the tax laws, modern trust conventions and family changes make periodic reviews of estate plans a real necessity. While the contemplation of a client's demise is...
