heirs

A Nonfinancial Estate Planning Checklist

Amidst the end of year rush to make the most of the gift tax exemption before it expires, a recent Wall Street Journal article reminds us that the focus should not be on wealth alone. The article lists 10 nonfinancial areas to address.  Here are six of my favorites: 1. What, if any, concerns do the

Leaving a Legacy

The article Heiring Grievances was posted by Ruth Mantell on December 12 on the online edition of The Wall Street Journal. It encourages parents with multiple heirs to think about the emotional legacy they will leave behind when making decisions about inheritances. It notes two key considerations during the planning process – how parents want to

2017-02-23T01:54:33-08:00February 26th, 2011|Tags: , , , , , , |