by admin | Jan 8, 2014 | Family Values, Trusts
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for every member of your family. Many cherished family memories are rooted in a special place, which makes it important for current and future generations to preserve it...
by admin | Jan 1, 2014 | Family Values
Your estate is made up of everything you own, which includes your personal possessions as well as your home, a car, bank accounts, insurance, furniture and more. But your wealth is much more than just your financial assets. It includes your purposes, passions, family...
by admin | Dec 18, 2013 | Family Values, Inheritance
A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. Citing a 2012 survey by Allianz Life Insurance that found 86% of...
by admin | May 22, 2013 | Estate Planning, Family Values
Unfortunately, money has a habit of bringing out the worst in people, even in the best of families. One of the most important reasons to get your estate plan handled is to keep your family out of conflict. And, yet, without the right counsel, your estate plan could...
by admin | Dec 4, 2012 | Estate Planning, Family Values
Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, so the conversation can take place. But what if you need to discuss...
