Estate Planning Basics Part III: Gifting

I often meet with clients who believe they are able to just “give away” something to a friend or family member without any consequence. Today I will not only make an effort to bring some clarity to that thought, but suggest how you can use gifting to your advantage when planning your estate. Unfortunately, in.. read more →

Estate Planning Basics Part II: Trusts

Trusts. When most people hear the word “Trust”, there is an assumption that it comes as part of a package deal with a silver spoon; however, this is not always the case. Trusts may be more relevant for your situation than you think. For example, if you are a parent of minor children, drafting a.. read more →

Estate Planning Basics Part I

Often investors tend to focus on how much they need to save in the present, in order to maintain the same standard of living in the future. While having a well formulated savings plan is essential to walking down the path towards retirement, “the unexpected” can rear its ugly head and disrupt the framework you.. read more →