Estate Planning
August 22, 2024
As I write this article, my family and I are on an American Airlines flight […]
March 21, 2024
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
November 10, 2023
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
July 17, 2023
Growing up the youngest of three siblings, I had many opportunities to develop an early […]
December 29, 2022
Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
July 29, 2022
Originally Published June 2017, Updated July 2022 The original version of this article described the […]
February 15, 2022
This article was originally published in February 2020. It was updated in February 2022, to […]
October 29, 2021
Death can be a sensitive and often avoided topic of conversation. We don’t know when […]
Tax Sunset Looming: Is Your Estate Ready for 2026?