“Thanksgiving traditionally includes football, family, and fowl. In my opinion, it should also include estate planning. By this I do not mean deposing your parents at the dinner table about their long-term investments or interrogating Grandma about the contents of her vault. I do encourage, however, general conversations about taking care of one’s stuff(ing).  In addition…

“Setting up a reliable estate plan, complete with key documents, such as a will and durable power of attorney, is one of the most important ways to protect your loved ones—and yourself. Yet many adults fail to take these crucial steps. A recent survey by Caring.com found that about 6 in 10 adults haven’t drawn up estate…

“Trusts can be very powerful tools to transfer and protect family wealth for future generations,” says Michael Gold, president and CEO of Gold Family Wealth, a leading wealth management boutique. “Sometimes families end up becoming unhappy with their trusts because they proved to be the wrong solution.” Continue Reading HERE Source Credit:  https://www.forbes.com/sites/russalanprince/2018/10/17/why-you-might-need-to-fix-your-family-trusts   Probate of Wills…

“More than half of all American adults don’t have a will, and that can cause all kinds of problems if tragedy strikes. The death of both parents in an accident can leave their children’s fate up to a judge. Assets in a blended family may not end up being distributed the way you would like. And, if you’re…

  by Larry Light  Women tend to face financial challenges that men often do not. What these hurdles are and how to deal with them are important questions that Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., answers:   Fortune magazine, in its Oct. 1 issue, profiled “The 50 Most Powerful Women” in…

A new report by BMO Wealth Management gives some suggestions. Anna Sulkin | Apr 10, 2017 Celebrity estate battles frequently make our headlines, but unfortunately such feuds are too often a reality for the typical American family as well. As complex family structures become more and more common, estate planners need to incorporate measures that…

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