Estate Planning

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

In Case of Emergency: What Every Parent Should Know

When your child turns 18, there can be an abrupt loss of legal power for parents.  Even if you are providing financial support, your child transforms into an adult in the eyes of the law.

The coronavirus pandemic has shown a spotlight on healthcare for the elderly, who are the most prone to dying from the disease.  And that, in turn, has brought renewed attention to what may be the most overlooked part of a person’s (elderly or not) estate plan: the advance directives.