When it comes to updating your estate plan, I tell my clients there is really no perfect time frame to update. In fact, it is usually a change in circumstances within the client’s family that really causes them to address a change or an update. I have had clients set...

When it comes to raising children every parent is concerned about every aspect of their children's lives, from the time they are born until the time they move away. Even then, parents continue to worry about their children and their future. In fact, it is pretty safe...

When it comes to real estate and your estate plan, you may need to put some thought into how you want that real estate to pass. For many families, that could be farmland, a family cottage, the house the kids grew up in or other family properties. Many family members...

Many parents loan money to their children throughout the course of their lifetime. The problem is that many of these parents do not document the debt or keep a log. At death, the job of deciphering the notes is left to the successor trustee or administrator. Many...

When it comes to estate planning, many of us think planning for the passing of our assets - real estate investments and personal property. But the reality is not everybody who sets up an estate plan has assets to pass, instead, there is a bigger issue of their debt. A...