by Pam Horowitz | Jan 6, 2025 | Inheritance
By Erin Bending, Kiplinger.com Are you unclear about the things you should leave out of your will when estate planning? Legal experts share the 10 items to exclude. Many Americans underestimate the importance of estate planning. Roughly 40% of people who don’t have a...
by Pam Horowitz | Aug 26, 2024 | Inheritance
Key takeaways Fidelity.com, April 22, 2004 Consider engaging multiple generations of your family in philanthropic discussions. When working to create a legacy, know the difference between a pledge (where you can change your mind) and a grant (where you can’t)....
by Sowell | Jul 8, 2021 | Inheritance
Are you inheriting money or expect to? Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. This article may help. Inheriting...
