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Disinheriting a child can tear a family apart, if —revealed only after the parent in question has died— it comes as a surprise. Much of this conflict can be avoided if the parent in question has a candid conversation with family members in advance. 16 Apr
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Disinheriting a Child Shouldn’t Take Your Family By Surprise!

Scenes that involve issues interwoven with estate planning principles: The Lion King, Storks, Despicible Me, Step Brothers, Up, Lost, Buried 14 Nov
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Planning Principles: Scenes from the Silver Screen

There are significant risks to consider when transferring a business to the next generation. Here is some advice to drastically improve your chances of succession success... 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Family Business: Setting The Next Generation Up To Succeed

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Recent:

While having an estate plan in place to provide for your possible incapacity and death is important, many people also look for a way to pass down their knowledge, values and memories. This can be done through a non-legal document called an Ethical Will...

Creating an Ethical Will: a Legacy Letter for Your Loved Ones

Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets.

US Long-Term Care Costs ‘Eating into’ Family Wealth

By the time a family sees the fall or the diagnosis, they are seeing the tip of an iceberg. The decline underneath it started much earlier. That earlier stretch is where families still have real choices.

Five Most Common Signs of Decline in Aging Parents

Estate trustees (Executors) have a duty to keep accurate records of estate assets and transactions throughout their administration and to account to beneficiaries at appropriate intervals.

Keeping Meticulous Records: Practical Tips for Executors

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