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Heirs & Beneficiaries Archives

Building an estate plan when an heir is an addict

Any number of unique family circumstances can make estate planning challenging. One such example is estate planning for a blended family. There are many considerations to make when determining how an estate will be divided and distributed in a blended family.

Long-term care: Not what you bargained for?

No one expects a catastrophe to happen. But they do: Car accidents, chronic or terminal disease, dementia. There is no way to tell what the future holds, but planning for it could mean the difference between leaving your kids a headache--or an inheritance.

Want to keep your beach house in the family? Consider a few things first.

Many families have cherished memories at their beach houses or lake homes in Florida. Maybe you watched your children go from toddlers playing in the sand to teens learning to surf. Or maybe you, yourself, have childhood memories that you want to hold on to.

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