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When considering how best to divide your assets, you may believe a policy of “share and share alike” is the best solution. This strategy is perhaps the easiest method of financially supporting your children and often the way to avoid conflicts and complaints. But does equality necessarily equate to fairness?   A more practical approach to...

Your five-year-old grandson tugs on your sleeve during Sunday lunch and asks, "Grandpa, are we rich?" Your teenage granddaughter mentions she wants to buy something expensive, and your adult daughter looks to you for guidance on how to respond. Your youngest child is starting his first job out of college and asking you all kinds of questions...

Your adult children gather around your kitchen table after a family barbecue, and someone mentions how expensive everything has gotten — groceries, healthcare, housing. The conversation naturally shifts to concerns about the future.   This is your moment — not for a formal financial presentation but for the kind of meaningful conversation that...

Succession and legacy planning go beyond drafting a will; they involve creating a strategic framework for transferring your wealth, values, and responsibilities to the next generation or chosen beneficiaries.   As you accumulate assets or approach the later stages of life, it becomes increasingly important to ensure that your estate is managed...

Questions of when and how to distribute your assets to your heirs is the murkiest part of estate planning. This process requires a series of considerations and trade-offs to avoid family problems.   For many, focusing on the numbers is objective and straightforward. But when it comes to the when and how of distribution, things can get gray if...