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Communication is Key in Generational Estate Planning

By: Nick Leydorf

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

Posted on: May 10, 2022 | Estate Planning

Can You Believe Aging Parents Grow Stubborn and They Know It?

By: Nick Leydorf

Aging parents grow stubborn, and researchers are uncovering the reasons why.

Posted on: August 2, 2021 | Elder Law

Here’s Why You Need an Estate Plan

By: Nick Leydorf

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Posted on: July 31, 2021 | Estate Planning