Tag: Estate Planning

Write your own will

Reasons Not to Write Your Own Will

[subtitle]Do-it-yourself is cheaper, but you could do some things wrong.[/subtitle]   Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one

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minor beneficiary

When a Minor is a Beneficiary

[subtitle]Some factors for parents & grandparents to consider.[/subtitle]   Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make

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family wealth

Major Risks to Family Wealth

[subtitle]Will your accumulated assets be threatened by them?[/subtitle]     All too often, family wealth fails to last. One generation builds a business – or

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Gift tax

Understanding the Gift Tax

[subtitle] Most of us will never face taxes related to money or assets we give away.[/subtitle]   “How can I avoid the federal gift tax?”

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