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4 03, 2019

Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

By |2019-03-04T12:53:51-07:00March 4th, 2019|Categories: Financial, Will|Tags: , , |0 Comments

As we build wealth, we naturally want to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper precautions aren’t set [...]

6 02, 2019

Want to Give the Kids an Early Inheritance? 4 Things to Consider

By |2019-02-05T11:11:16-07:00February 6th, 2019|Categories: Estate Planning, Taxes|Tags: , , , |0 Comments

If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest these days, nearly two-thirds of people over the age of 50 would instead pass their assets to the children early than make them wait until the will is read. It can be especially satisfying [...]