Category Archives: Beneficiary Designations

Estate Planning: Talking About the Inheritance

Many parents find talking about money with their children as difficult as talking about sex.It may be awkward, but talking to your children about their inheritance benefits everyone. If kept in the dark, children may think their parents are “loaded” and expect a significant windfall upon their passing.  They may worry about the cost of […]

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Letter of Wishes

Dear Trustee… When drafting estate planning documents the dispositional portion, where we actually say what we want, tends to be impersonal and broadly worded.  Providing a trustee with latitude is often a wise decision, as circumstances can change and trustees need leeway to respond to different events. A “letter of wishes” provides an opportunity to […]

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