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Category: Estate Planning

Giving Money to Your Children – An Alternative Strategy

Giving Money to Your Children – An Alternative Strategy

There are two times people can give money to their children – at death and during life. Thank you Captain Obvious. But more and more, I hear people saying that they’d like to give the money now rather than at death so they can experience the enjoyment of giving and seeing what a difference it can make in the lives of their children. I’d like to challenge that strategy today. This is not to discourage you from giving to your…

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Estate Planning Essentials

Estate Planning Essentials

For most people, estate planning looks something like this: “When all is said and done, more is said than done.”  – Lou Holtz Anyone who has helped in the estate resolution process for a loved one knows it can be either an enormous pain or relatively painless (excluding the loss of your loved one, of course).  The level of difficulty is almost certainly determined by the planning or lack thereof done by the deceased.  The general public has erroneously focused…

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