There is a conversation that many people try to avoid. What happens to your assets when you die. Children of parents don’t want to face it or talk about it. Parents of children don’t think they need to talk about […]
I had a phone call last week from a client who informed me that they had been diagnosed with cancer. Fortunately, at this point, it is an isolated non-aggressive type of cancer. This couple had been through a cancer journey […]
Millennials are not inclined to get financial help or professional advice after receiving an inheritance, a recent survey from TD Bank says. The survey found that 83% of millennials who have received or expect to receive an inheritance feel confident […]
We have been dealing with a few estate transitions in the last few weeks and find that families are not as prepared as they should be. It is quite a quandary for folks as the concepts of preparing an estate […]