Estate planning is not a “set it and forget it” kind of thing. Your life changes, your assets change, the laws change — and if your plan doesn’t change, your family gets caught holding the bag. The people you love most end up bearing the brunt of your failure to act....
Helping You Protect Your Loved Ones And Your Legacy
Month: July 2014
The Wealth Creation Trust: A Gift That Keeps On Giving
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store. Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of...
Vacations Are the Perfect Time for Families to Talk About Estate Planning
If you are like most Americans, you will probably be spending at least some of your vacation time this summer with older family members. While there are few perfect times to talk with parents about their estate plan, the relaxed times you spend together on vacation...
