Category Archives: Estate
The Dos and Don’ts of Passing Down Vacation Property to Family
A family vacation home is a place of fun, memories and refuge for generations of friends and relatives. But when the matriarch or patriarch who bought the home dies, it’s not uncommon for the same family members to go to … Continue reading
The Need for Financial Planning for Special-Needs Kids
There are many types of financial worries, but probably none as relentless as the costs of treating and supporting a special needs child.
Watch Those Beneficiary Designations
We all want to live a long and productive life, with our retirement account landing at zero as we take our final breath. But of course it rarely works out that way. So when was the last time you reviewed … Continue reading
Give The Gift That Keeps On Giving
It’s that time of year again when our hearts naturally turn toward giving—to friends and loved ones and, for many of us, to favored charitable causes. As you think about those organizations that work to make the world a better … Continue reading