Make It Last – Ep 141 – The Go-Go, Slow-Go, & No-Go Years

Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go […]

Tips for Maximizing Your Inheritance Value

Leaving behind, gifting, or transferring sizeable assets to family members through your estate plan could leave them subject to significant taxes. However, there could be major discounts associated with transferring real estate investments of equal value. For real estate investments in which the investor gives less than 50% of the asset, lack of voting rights […]

What Makes Trust Assets Different from a Typical Outright Inheritance?

There are many different reasons why you may choose to pass on assets to your loved ones in a trust. Most people will also leave behind a will that outlines the transfer of their property but a trust has multiple benefits. First of all, you have greater control over the property placed inside a trust as […]

Top Tips for Giving or Receiving an Inheritance

Giving and receiving are hot topics during this time of year, and you’ve probably done your fair share of both this holiday season. Of course, the nice thing about gifts around a tree is that you have some sense of what to expect when the big day comes around. Unless your loved ones are especially […]

For Wealthy Parents, Inheritance is the New “Birds and Bees”

If you polled parents about the conversation they least want to have with their children, most would probably tell you divorce or “the birds and the bees.” CNBC reports that for wealthy people, though, the answer is a little different: inheritance. Like anyone else, rich parents want to leave their kids in as strong a […]

Estate Planning Attorneys Are Humans Too… Or Should Be

It’s no secret that lawyers have a reputation for being “sharky.” In fact, a lot of us came up through law school at a time when the legal field tried very hard to fight back against that stereotype — an effort that continues even now. As a result, many of today’s attorneys are actually determined […]

Do You Need A Lawyer To Create A Will?

Sure, you can create a will without a lawyer. There are even a number of downloadable documents online, and software programs available from your nearest electronics store, to help you do it. However, a recent article in the ABA Journal showcases why the do it yourself approach is not such a good idea. The article […]