Blog2018-12-11T20:40:36+00:00

8 Tips for Having ‘The Talk’ with Elderly Parents

Talking about estate planning is a difficult, emotional topic but it’s essential for every family.  These eight tips can help you discuss the hard topics thoroughly and respectfully and prepare you for the road ahead.

Gifts to Grandchildren: Gift Trusts

There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money could affect a grandchild's eligibility for financial aid. 

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