Estate Planning Mistake: Outright Gifting

Estate Planning Mistake: Outright Gifting

Another big mistake that we see is giving things outright to either children or beneficiaries. This is because of the poor mismanagement of the children. But the more common reason why we don’t want to leave things outright to children and other beneficiaries is...
Gifting Your Grandchild An Estate Plan

Gifting Your Grandchild An Estate Plan

I saw this article in the Wall Street Journal about gifting an estate plan to your grandchildren. https://www.wsj.com/articles/why-an-estate-plan-is-the-best-gift-you-can-give-your-grandchild-11611671555?mod=djem_WealthJournal If you would like to gift an estate plan...