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planning

  1. A man and woman look tense as they sit in front of a woman with a clipboard.

    When It Comes to Inheritance, Treating Children Equally Not Always the Best Plan

    Tags:
    children, family, inheritance, planning, wealth distribution

    While most parents have the inclination to treat all their children equally when it comes to an inheritance, Family Wealth Lawyers know that this is not always the wise choice.  Here are some scenarios when an unequal distribution may be better: Children of unequal wealth – If you have one child …Read More

  2. Moving To A New State? Remember to Update Your Estate Plan

    Tags:
    estate, moving, planning

    Although you likely won’t need to have an entirely new estate plan prepared for you upon relocating to another state, you should definitely have your existing plan reviewed by an estate planning lawyer who is familiar with your new home state’s laws. Each state has its own laws governing estate …Read More

  3. A mother and father sit in the living room with their toddler as he tears open Christmas presents! A sign above the mantel reads "Merry Christmas" and there is a beautiful tree in the background.

    4 Tips For Talking About Estate Planning With Your Family Over the Holidays

    Tags:
    Estate Planning, family, holidays, leaving a financial legacy, planning

    With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of years past, but you’ll still likely be visiting with loved ones in some fashion, whether via video chat or in smaller groups. Though the holidays are always a good time to bring up estate planning,…Read More

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