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From Field to Heirloom: Strategies for Passing Down Sports Memorabilia in Your Estate Plan

Jul 26, 2024 | News

You may have spent decades building up your sports memorabilia collection. Maybe you have some rare cards and autographed pictures that have steadily gained value over the years, and now they are worth a significant amount of money. You go to great lengths to keep...

The Importance of Adult Children Discussing Estate Planning with Their Parents

Jul 24, 2024 | News

As we journey through life, certain conversations can be tough but necessary. One such conversation is estate planning with our aging parents. Discussing estate planning is often seen as daunting, uncomfortable, and even morbid. However, its significance cannot be...

Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property

Jul 9, 2024 | eNewsletter Articles, News

A vacation property can be one of the most valuable things you can pass down to your loved ones, from both a sentimental and financial standpoint. However, mixing money and family can be tricky. Without a well-thought-out strategy for the ownership transition, hard...

Ballots to Beneficiaries: How Potential Presidential Policies Could Shape the Future of Your Estate Plan

Jul 9, 2024 | eNewsletter Articles, News

Ready or not, we are entering another presidential election season. If you are like most Americans, the economy is top of mind when it comes to evaluating the candidates. But even if you do not intend to vote, the tax policies of the next administration could have a...

What Happens to An Adult Child Living at Home When Their Parents Pass Away?

Jun 7, 2024 | News

Today, more young adults are living at home with their parents than at any time since the 1940s. While opinions vary on this trend’s causes and implications, financial reasons are typically the primary motivation. Most adult children who still live at home plan...
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