When preparing for the birth of my oldest daughter, there were many aspects of the process I was wholly unprepared for. Actually, I was unprepared for just about all of it! However, when they [...]
Planning is important when you wish to pass down a vacation home to your heirs. An heirloom agreement is a binding agreement that provides the rules for how co-owners will use, share, maintain, [...]
Just like most things in life, your trust or estate plan needs a regular checkup. Giving your plan the attention it needs on a recurring basis will not only keep it up to date with your own goals [...]