Category: Wills & Estates

Life Insurance Trusts During a previous bulletin, we discussed the downsides to naming a child (under age 19) as a...… Keep Reading

Every so often we encounter a client (the “Insured”) who has designated their young children (or child) as the direct...… Keep Reading

Have you been named an Executor or considering whom to name as YOUR Executor? Do you want to know more...… Keep Reading

The term “digital asset” can be hard to define, and is forever expanding. Some examples come in the form of...… Keep Reading

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