The Leaky Will

  The Leaky Will – A Common Mistake in Estate Planning for Young Families  As a young family, planning for your future and your children’s future is essential. One crucial aspect of this process is creating a will and testamentary plan to ensure that your...

Should I add my child’s name to my account?

Should I add my child’s name to my account? My clients often ask whether or not it is a good idea to add their child name to their accounts.  Adding a child as Power of Attorney (POA) on your account, may be useful if there is ever a period of time you are...

Which Distribution Method Is Best? Showing Your Children the Love

If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible ways you can show your love once you are gone. What you may not know is that there are a variety of ways that you can leave money and...