How Much to Share and With Whom As the tax deadline quickly approaches, you’ve probably been working on your tax returns. If you’re like most people, you probably don’t feel comfortable sharing the details of your tax documents. But, your estate plan is an important part of making sure your affairs are in order. So, […]
Category Archives: Inheritance
Avoid these 5 mistakes when adding your grandkids to your will As people build wealth, they naturally want to pass financial stability to their offspring. And when it comes to grandchildren, the bond and associated desire to provide is compelling. Nevertheless, that strong bond can morph into a weakness if you fail to exercise caution […]