Approaching Estate Planning as a Family –

  LOVE, Erich Segal wrote in 1970, means never having to say you’re sorry. The same can be said about the money amassed by the baby-boomer generation in the last four decades, or about their heirs’ view of it. Many parents remain reluctant to talk about how much...

Your Estate Planning “Bucket List!”

  While many of us like to think that we’re immortal, the old joke is that only two things in life are for sure: death and taxes. Not only is it important that you have a plan in place in the unlikely event of your death, but you must also implement your...