Estate Planning
Some thoughts on selecting fiduciaries
Fiduciaries can hold a lot of power when it comes to the successful execution of one’s estate plan—they make crucial financial decisions,…
New survey reveals baby boomers are not preparing
The lights have been green for the baby boomers all their lives. They were born just after World War II, between 1946…
Should I let my children know about their inheritance?
Question: I have never been comfortable talking about money with my adult children, but my wife and I are making some changes…
With a changing society, how we grieve and remember loved ones has changed
There are new ways to say goodbye. While many still turn to the funeral rites that have comforted generations, others, led by…
Recent WSJ thoughts on direct gifting to grandchildren
In a recent WSJ planning article, the following question was posed: Questions: You recently wrote about estate planning and leaving a “legacy.”…
Univ of Minnesota provides useful tool for managing family conflict over personal property distribution
The University of Minnesota has published a tool that can help families manage conflict over personal property. The “Who Gets Grandma’s Yellow Pie Plate?”…
Faith perspectives on disposal of remains: recent comments by Al Mohler
In a recent podcast of the Briefing, dedicated to examining current issues from a Christian worldview, Al Mohler, President of Southern Baptist Theological…
Time to Look At Your Planning
In a recent WSJ article, “Haven’t Updated Your Estate Plan in a While?”, the author Cheryl Munk reminds readers that estate planning is…
The importance of having a healthcare power of attorney
In a recent blog post in Trusts & Estates, Amy Florian explores the need for clients to have a healthcare power of attorney….
Will the death tax be affected by having a new President?
In a recent Fiduciary Blog, “Will the Estate Tax Really Go Away”, Carol Warnick of Holland and Hart gives a short history…
