by msmyers | May 31, 2018 | Estate Planning
We are pleased to welcome Scott Hendrix, Wealth Manager at Upstream Investment Partners, LLC, to share some valuable insights on how to track down unclaimed assets. Do you have money waiting to be claimed? You’ve worked hard for what you’ve earned, but are...
by msmyers | May 29, 2018 | Estate Planning
“The 21st century has been marked by a generation of resourceful self-starters. With the advancement of technology and widespread social media outlets, there are unlimited resources available with how-to instructions for just about anything. The do-it-yourself...
by msmyers | May 24, 2018 | Estate Planning
“When the time came for my mother to make the decision to end life support for my dad, she kept repeating that he had a living will and this is what he wanted. In all my years of practicing law, and after all the living wills and health care proxies I had...
by msmyers | May 22, 2018 | Estate Planning
“Grandparents and parents may not know the best way to pass down their wealth to the next generation, which involves more than minimizing estate taxes that will be owed on the inheritance. When one dies with considerable assets, they have several options for...
by msmyers | May 15, 2018 | Estate Planning
“For many, dividing the inheritance equally among their offspring is a deeply held value. But it isn’t always easy: What if one child is a successful professional with a good pension plan, and the other is a struggling artist who may never have adequate health...