Safe Goals

Safe Goals

Like most people, you may fail to use your Will or Living Trust to its full potential. You should “program your wishes” to live on after you die. It should be your “periscope from the grave” to accomplish the major goals of inheritance planning. Goal #1: Prevent...
The Vacation Home: Uniting or Dividing?

The Vacation Home: Uniting or Dividing?

One day the dream comes true, siblings inherit the most coveted possession, the family vacation home.  Everyone happily uses the home for family vacations and fun times for several years.  The property appreciates considerably and now one sibling wants to either sell...