Nelson Elder Care Law
Estate Planning, Probate Administration & Elder Law Blog
The key to making sure your assets are passed on to children from a previous marriage after you’ve remarried is estate planning.
Are you ready for retirement? There are steps you should take to ensure you’re able to live the life you desire, once it’s time to pass the management reins to the next generation.
While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct, particularly heading into the new year.
Of course, many donors also look to both help others and help minimize their overall tax burden. With that in mind, we thought we’d share some thoughts about where individuals may be able to make the most of this year’s charitable giving.