Tag Archives: tax

Estate Planning for your Vacation Home

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading

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Update Your Will

You should read your will at least every few years to make sure it is current. It is amazing how many people think they designated one person to serve as executor only to discover they designated someone who they now … Continue reading

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When to update your Will

Friends often ask me whether they need to update their Will. Or the other side of that is the people who just don’t want to be bothered and say, “We already did our Wills.” So when should you update your … Continue reading

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Keeping Your Will Up To Date

Preparing a will is one of the best ways to be certain that upon your death your property will be distributed according to your wishes. What many people don’t realize, however, is that keeping your will up to date is … Continue reading

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Helping Kids With Their Debt Problems

Occasionally a client will discover that they really do have more money than they are likely to need during their lifetime.  Often they will want to help their kids who might have incurred education, medical or other debts.   Most clients … Continue reading

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