I’ve had a slew of clients adding “wedding” to their list of goals. Is their 20-something child even engaged yet – not necessarily, they just want to be prepared when the special day comes. But a part from funding the day, there is plenty else to consider as two become one.
Effectively benefiting the next generation comes in all shapes and sizes, learn about your options to gift relative to your net worth.
Will your estate be subject to any of these common pitfalls? Titling property jointly with your children as a substitute for a will. While a
Q: My aging parent has a will naming me executor, isn’t that enough for me to take control now? A: No, your parent’s will comes
Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first week home that we can
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