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Latest Blog Posts

Want to Give the Kids an Early Inheritance? 4 Things to Consider

Posted on: September 19th, 2016
If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them wait until the will is read. It can be especially satisfying to fund our children’s dreams while we’re alive to enjoy them, and there’s no real financial penalty for doing so, provided that you structure the arrangement correctly. Here are four important factors to take into account when planning to give an early inheritance....

What Sumner Redstone's Estate Planning Challenges Can Teach Us

Posted on: August 25th, 2016
Media mogul Sumner Redstone – owner of CBS and Viacom, among other holdings – allegedly created quite an estate planning mess, according to a recent report in the New York Times. A June 2nd article reports that “with a fortune estimated at over $5 billion, Sumner M. Redstone could afford the best estate planning that money could buy. What he ended up with is a mess — no matter the outcome of the welter of lawsuits swirling around him.”...

Stress Test Your Estate Plan

Posted on: August 19th, 2016
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy....

What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning

Posted on: August 12th, 2016
Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascoes offer lessons about how to handle your own planning and legacies. ...

Your Cyber Legacy: 3 Tips for Your Digital Assets

Posted on: August 5th, 2016
There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct....

How Will Brexit Impact Your Financial Planning?

Posted on: July 29th, 2016
Market volatility is a constant in our modern world. But so-called Black Swan events sometimes take the concept of volatility to the next level. On June 23, voters in the U.K. passed a referendum supporting the idea that Britain should leave the European Union. Known as “Brexit” for short, this surprising political outcome instantly plunged international markets into crisis, and the British pound took a beating....
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