Your mom told you not to worry; she had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she passed away, you assumed you'd…
You open the door to your parents' home for the first time since the funeral. Closets stuffed with decades of clothes. Cabinets filled with china no one uses. A garage packed with…
When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both. You may have heard conflicting information from…
Why Your Family Needs a Mission Statement
Got Retirement Savings? Must Read …
At least White Elephant has structure. There are rules, turns, limits, and an understanding that it’s all in good fun. Estate disputes don’t work that way.
When adult children must coordinate care for aging parents, even the most harmonious families can find themselves in conflict. One sibling often ends up shouldering most of the burden, either because they…
Most people put off estate planning because they don’t want to face their mortality, or they think of death as something that won’t happen anytime soon. Money is also too often a…
When you’re ready to finally put an estate plan in place, it’s natural to feel excited and relieved. You’re taking a powerful step to protect your family, get organized, and make sure…
Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose their wealth by the second generation, and by the third generation,…