by letpa | Oct 8, 2024 | eNewsletter Articles, News
Wealth, Legacy, and Family Drama: Inside The Descendants Picture this: You are standing on a piece of land that has been in your family for generations and has been handed down through a trust. The land is imbued with memories from your childhood, your children, and...
by letpa | Sep 10, 2024 | eNewsletter Articles, News
Young adults are not known for being the most fiscally responsible people. Yet financial planning is more important than ever for a generation that is struggling with high inflation and debt and has a tendency to prioritize spending over saving. If your advice is...
by letpa | Sep 10, 2024 | eNewsletter Articles, News
As our client—and as a parent—you know that having a comprehensive estate plan ensures that your children will be taken care of if something happens to you. But what if something happens to your child? Should they have a will, too? And if they do not, what happens...
by letpa | Sep 10, 2024 | eNewsletter Articles, News
The long, carefree days of summer are nearing an end. If you have a high school senior at home, childhood is also coming to an end for them as they prepare to graduate, turn 18, and enter the “real world.” You have done everything you can to prepare your child...
by letpa | Aug 12, 2024 | eNewsletter Articles, News
Debunking Common Misconceptions About Wills The majority of Americans do not have a will, and the number of US households with a will has been in steady decline.[1] At the outset, it is important to dispel a recurring myth about estate planning: It is not just for the...
by letpa | 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...
