Tag: Lifetime Legal

My last post was about educating your adult children about your family’s estate plans and investments. An issue that some families with minor children might be concerned with is how to teach their children the personal and community value of making charitable contributions. If this is important to you, you may want to read “Raising… Continue reading Teaching Children the Value of Giving

If your heirs will receive your assets from your trust directly or perhaps paid into separate trusts for them created by your trust, when should they know about some of the details of your financial and legal affairs?  I raise this question because of an experience last year with a family of four adult inheritors,… Continue reading Family Money and Estate Planning Meetings