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The New Million Dollar Question It’s a question we’re often asked when meeting new people. It’s a question that maybe...… Keep Reading

When considering their estate planning, parents often want to support their children financially but are not sure of the best...… Keep Reading

Estate Planning When You Own Mexican Property When clients have property in Mexico, many advisors want to encourage their clients...… Keep Reading

Tax Cautions for Assets Passing Outside of the Estate As the saying goes, there are two certainties in life: death...… Keep Reading

The family cabin is a place to relax and get away from our busy and stressful lives. As the baby...… Keep Reading

Many people use joint ownership as a simple method of estate planning. While joint ownership is appropriate in some circumstances,...… Keep Reading

These are your role and responsibilities. Your friend or loved-one (the “donor”) has bestowed upon you (the “attorney”) one of...… Keep Reading

ALERT – new development – as it turns out, a beneficiary designation is not a “sure thing” – even a...… Keep Reading

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A startling number of us will experience dementia or other neurodegenerative disorders, and most of us will need at least...… Keep Reading