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Category: Children Beneficiaries

What If No One Wants My Stuff?

Posted on April 19, 2021 | by Tom

A critical question to ask yourself when creating an estate plan is who will get your stuff when you pass on? While most people think about who they would like to receive the major items—homes, retirement accounts, savings—personal property such as jewelry, clothing, sports equipment, Continue reading →

Posted in Children Beneficiaries

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

Posted on October 20, 2020 | by Tom

If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them wait until the will is Continue reading →

Posted in Children Beneficiaries, Gifting

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