This past week I had the pleasure of attending Wealth Counsel’s Symposium in Boston, Massachusetts. This annual conference brings together some of the best minds in the estate planning and business law field from around the country. This year’s conference featured some of the top experts in their fields. It was a fantastic experience and, respectfully stated, I’m smarter than …
How to Incorporate Family Values in Your Estate Planning
Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In 2012’s economic climate, it’s no …
Defining the Legal Relationship Between Grandparents and Their Grandchildren
Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of the inherent rights parents have, grandparents who are responsible for the care of their grandchildren may encounter unexpected legal challenges. Even if you are your grandchild’s full-time caregiver, consider obtaining …