Category Archives: Charity

Don’t Spend It All in One Place–Making An Inheritance Last

A US study indicates that one in five people who receives an inheritance of $100,000 or more spends it rather than saving or investing at least some of the money. The average person only saves half of what they receive. … Continue reading

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Executor Pitfalls

The Wall Street Journal recently ran an article highlighting some of the difficulties that can arise when a person serves as executor of an estate.  These are just a few of the pitfalls an executor may encounter.  Unfortunately, there are … Continue reading

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Estate Planning When You Are Young

“I’m young and don’t have much. Why should I do estate planning?” Do you own any real property? Do you want anything you own to go to anyone other than your parents or your spouse, if you are married?  For … Continue reading

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Don’t Forget Charities

Many of us give to our favorite charity on a regular basis, but when making our estate plans, completely forget about them.  I find many clients are concerned that if they give to a charity, their family will get nothing.  … Continue reading

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