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Are Payable-On-Death Accounts Right For You?

Filed under Estate Planning, Estate Planning Blog | By

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I get a lot of questions about payable-on-death accounts and whether they should be used in estate planning. A payable-on-death … Read More

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Filed under Estate Planning, Estate Planning Blog, Family, Gifting | By

More and more, children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we … Read More

Organizing for Tax (and Estate Planning) Season

Filed under Estate Planning, Estate Planning Blog, Taxes | By

It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around … Read More