Category: Family Wealth Planning

Top Questions Asked When Giving Your Money Away After You Pass Away

There is no doubt that most people want to engage in the process of estate planning with a mindful eye towards what they intend to provide their loved ones with. Asking critical questions well in advance of completing your estate planning process can help you ensure that you have covered all of your bases. If[...]

Why the Holidays are the Perfect Time to Update an Estate Plan

We all know the holidays are the right time for sleigh riding, bell ringing, and tree trimming… but what about estate planning? https://gty.im/88749768 The Pittsburgh Post-Gazette recently suggested something I like to remind my clients of as well: the holidays truly are the perfect time to update an estate plan. Why? Two reasons, really: togetherness[...]

Estate Planning Attorneys Are Humans Too… Or Should Be

It’s no secret that lawyers have a reputation for being “sharky.” In fact, a lot of us came up through law school at a time when the legal field tried very hard to fight back against that stereotype — an effort that continues even now. As a result, many of today’s attorneys are actually determined[...]