Posts
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Family Stories: Questions that Spark Meaningful Conversations
May 2, 2025
Family Stories: Questions that Spark Meaningful Conversations
Preserving your family stories can be incredibly meaningful, not just for you, but for future generations. Where do you start? Down below is a list of...
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Why Establish & Fund a Trust Now Vs. Later
October 14, 2024
Why Establish & Fund a Trust Now Vs. Later
Many people with significant wealth have a trust (or two) in their estate plan. More often than not, the trusts funded during life are “revocable”...
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Trusts Vs. Wills: 6 Reasons You Need Both
August 1, 2024
Trusts Vs. Wills: 6 Reasons You Need Both
New clients sometimes ask: Why should I consider setting up a trust now, if I already have a will? My short answer: Because life happens. By that, I m...
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Funding the Grandkids’ Education
July 17, 2024
Funding the Grandkids’ Education
Education is a top priority for many of our clients, including ones who are grandparents and see education as the ultimate gift to the younger generat...
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Funding the Grandkids’ Education
July 21, 2022
Funding the Grandkids’ Education
Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. LN...
