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Whe a loved one passes away.

What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
Posted on: October 24, 2022
blended family spending time together

3 Decidedly Dumb Ways to Leave an Inheritance for Your Children

Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things that are all-too-common, but textbook examples of what not to do or try to leave an inheritance for your children.... “Oral Wills” If you feel you have a […]
Posted on: June 18, 2022
IMS - Estate Planning and Elder Law Practice Growth Advisors
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