The approaching holiday season presents a prime opportunity for family gatherings, offering a unique chance to discuss important topics such as financial inheritance, end-of-life preferences, estate planning, and the collective management of family wealth now and in the future. Having all family members in one place provides the perfect setting for these conversations. However, initiating discussions about asset management post-death …
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2 Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping, such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your …
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1 Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, …
