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Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond. The quotation “shirtsleeves to shirtsleeves in three generations” has often been attributed to Andrew Carnegie. The same concept...
Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs.[2] Often, fear is what underlies the lack of communication and trust that inevitably...
Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings bubble to the...
Many of my clients have told me that they do not wish to tell their children or other loved ones ANYTHING about their estate plan. This is because they believe that their heirs will begin to “count” their money before they have died; or at least count on receiving...
Last March 2023 we described the efforts of Senator Jehlen and Representative Hogan (H1274/5773) to sponsor a bill in the Commonwealth legislature that would enable seniors to use special needs pooled trusts without penalty to pay for important services and care not...
A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your...
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you and your...
Most parents want to treat their children fairly in their estate planning and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider. For example: Parents may want to...
Sometimes people will transfer title of their assets to their adult children while they are living, thinking it will make things easier for their children when something happens to them or to avoid taxes. Making the transfers will prevent the court from controlling...
Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need that person to be...
