Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences.
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
As a business owner, having a well thought out tax and estate plan is key for financial success.