Estate Planning · June 24, 2022

Smaller items, like family heirlooms and keepsakes, which may not have a high dollar value, frequently have the most sentimental value for our family members. But for some reason, these personal possessions are often not specifically accounted for in wills, trusts, and other estate planning documents. To ensure your heirlooms and keepsakes don’t create unnecessary conflicts among your heirs, ensure that your estate plan includes all of your assets, especially your family heirlooms and keepsakes.

Estate Planning · August 10, 2018

It is common for family members to fight during the passing of family heirlooms from one generation to the next. However, this can be easily avoided if you clearly state in your estate plan, what item you would like to pass to which family member. In fact, there are multiple things you can do as a part of your estate plan to avoid family conflicts when passing family heirlooms.

Estate Planning · August 03, 2018

The process of divorce is a difficult time for the whole family, it can be extremely hard if children are involved. Couples tend to focus on the negatives of the relationship rather than ending their marriage in a more positive way that is healthier for everyone involved. Conscious uncoupling is the more positive divorce process that minimizes stress and makes the experience much easier. Read here how conscious uncoupling benefits you, your family, and your finances.