The Risks of Poor Man’s Estate Planning: 10 Common Mistakes
With my years of experience as an attorney, I have seen plenty of families left to sort things out for themselves because their parents either failed to plan their estate or turned to the siren song of the new, “do-it-yourself” estate planning websites in a misguided...
Getting Estate Planning Off Your To-Do List
I will admit it: sometimes, it’s hard to follow through on all our good intentions. Whether you pick up a nice slice of cake on a tough day, guiltily savor a fizzy, sugary soda, or have to drop a coin in the curse jar, forgive yourself and don’t let the indiscretion...
The Greatest Wealth Transfer in History is Underway – Here’s How to Play Your Part
How much wealth will be passed on over the next fifty-some years? The Boston College Center on Wealth and Philanthropy has recently released new research revealing a remarkable transfer of wealth, potentially greater than the sum of all that transferred...