Should I add my kids to my deed?

  Let me just say this… No. Do not add your kids to your deed. …Unless…(I am a lawyer after all) There are few questions in law with a pretty definitive answer. But this is one. Let’s start with the hard and fast rule of “Don’t add your kids to your deed.” Here’s why. Adding […]

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On the Matter of Inheritance

Inheritance is never about the money. Never has been, never will be. It’s about what our children are inheriting in terms of our “stuff” meaning our singular gifts and our emotional/psychological/ spiritual baggage. How well we have harvested that which belongs to us as sentient beings on a bountiful planet in a nondescript arm of […]

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Put Your Financial House in Order with These 5 Essential Tasks

If you’re like most parents I know, the “To-Do” list below is going to be a little tough to tackle in the midst of Back To School craziness but I hope you’ll take a look and consider checking a few things off when you have time. You’ll gain peace of mind while you confirm that your financial house is in order.

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How Can I Talk to My Parents About their Estate Plan?

Or “I want a Trained Squirrel and I want it NOW!” One of the most frequently asked questions I get is, “How can I ask my parents about my inheritance without seeming like a gold-digger?” Well, the short answer is, you can’t. If you want to ask your parents about what and how much you’ll […]

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