Can We Talk? (How to Talk to Your Family About Your Estate Plan)

No matter how good you are are planning, other people are almost always affected by your decisions and actions as well as your success and failures. The people who are affected are often the ones we care about the most – our family. When it comes estate planning, you should discuss the details of your …

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Do You Know the Beneficiaries of Your Dynasty Trust?

Many estate plans contain irrevocable dynasty trusts that are designed to benefit a spouse and several generations.  These trusts can span continue many decades, and it’s important to clarify who is a beneficiary at each generation. Who Are Your Descendants? The definition of “descendant” is straightforward: A person who can be traced back to a …

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Common Mistakes When Leaving Inheritance to Grandchildren

As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper precautions aren’t set in place. If you’re planning to …

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