How to Talk to Adult Kids About Money and Inheritances
I’ve heard and seen many families make mistakes about inheritances, estate plans, and talking about money. Unfortunately, money is a taboo topic in most families. …
Estate Planning
Family or Professional Trustee – Pros and Cons of a Professional Trustee
Deciding whether to put a family or professional trustee in charge of administering a trust is a difficult choice to make. There are pros and …
How to Choose Beneficiaries with Taxes in Mind
Many people choose their beneficiaries without thinking about how much they will receive after-taxes. If you choose beneficiaries without a strategy, more of your money …
What To Do When Your Loved One Dies
When your loved one dies, it can feel like a never ending list of tasks that need to be done. I walk you through what …
Are Your Beneficiaries Correct? Costly Beneficiary Mistakes to Avoid
I see beneficiary mistakes happen far too frequently. They are easy to make. I shudder each time I hear a story about a beneficiary mistake …
Gifting Money to Family Members: 5 Strategies to Understand
A common question I hear is around gifting money to family members. What’s the best way to do it? How do I report it? Do …
Elder Care Consultant: What Do They Do?
Elder care consultants can be an invaluable resource. I suggest them to many families with aging parents as they can help with a wide variety …
Common Estate Plan Mistakes – 7 Step Guide to Reviewing Your Estate Plan
Estate planning is usually something you typically only do a few times in life. Since it’s not something that is done regularly, it’s not uncommon …