How to Leave Assets to Adult Children

When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn't necessarily mean they should receive equal shares of your estate. For example, it...

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Estate Planning Projects to Tackle in the New Year

Year 2020 definitely brought a lot of changes in all of our lives. As we enter Spring of 2021 and annual spring cleaning, we cannot neglect a quick look at our Estate Plans.  As you look back on 2020, what changes need to be reflected in your estate plan? Have you...

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New Baby? Time to Create Your Estate Plan

Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason for not...

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