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Estate Planning

Should I let my children know about their inheritance?

Posted on: April 10th, 2019
In a recent WSJ retirement planning column, columnist Glenn Ruffenach answers a question about whether you should let your children know about your inheritance plans....

New survey reveals baby boomers are not preparing

Posted on: April 10th, 2019
A new survey, Boomer Expectations for Retirement from the Insured Retirement Institute, reveals baby boomers are not preparing for retirement or end of life matters. Read more here......

With a changing society, how we grieve and remember loved ones has changed

Posted on: March 3rd, 2019
In a recent WSJ article, Claire Annsbury examines how a changing society, more separated than ever from traditions, remembers loved ones....

Univ of Minnesota provides useful tool for managing family conflict over personal property distribution

Posted on: December 29th, 2018
The University of Minnesota has published a tool that can help families manage conflict over personal property. The "Who Gets Grandma's Yellow Pie Plate?" (WGGYPP) workbook shows families how to transfer personal property. Use to plan ahead, or help make decisions when someone dies. It is filled with hands-on worksheets, practical suggestions, proven strategies, and real-life stories. This workbook will help you and your family to: Recognize the sensitivity ......

Recent WSJ thoughts on direct gifting to grandchildren

Posted on: December 29th, 2018
In a recent WSJ planning article, the following question was posed: Questions: You recently wrote about estate planning and leaving a “legacy.” I have a more specific question: Should I include my grandchildren in my inheritance plan? Answer: Most people seem to leave everything to their adult children, but I know some couples who are naming both children and grandchildren as beneficiaries. A difficult question, ...

Recent WSJ article on "hybrid" long-term care insurance policies

Posted on: November 19th, 2018
In a recent WSJ article on "hybrid" long-term care insurance policies, some helpful direction is given on the various factors that need to be considered in considering to purchase a policy....
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