October 22, 2018

A few weeks ago, I sat in on a meeting with some family members and their estate planning attorney. I wanted to make sure I understood how my family’s assets were currently set up to be inherited and what role I was supposed to play when the time came. It may sound like a morbid activity – sitting down to talk about what will happen when...

September 17, 2018

One of the most common types of inheritance is the family home. When the time comes, a lot of decisions will need to be made. We break those decisions down into three simple options to help you make it through the process smoothly.

Sell It

For most, selling the home is the most straightforward of all options especially if there are multiple...

March 6, 2017

Many of my clients have a goal of leaving money to their children, usually a dollar amount that they would like to have ‘left over’ after retirement.  I believe that leaving money to your children is a noble goal, and I hope to do the same for my children someday.  Yet, I believe that creating a legacy is more than simply leaving money, i...

June 12, 2015

One of the most common types of inheritance is the family home. When the time comes, a lot of decisions will need to be made. We break those decisions down into three simple options to help you make it through the process smoothly.

Sell It

For most, selling the home is the most straightforward of all options especially if there are multiple...

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