Inheritance Questions: Timing Out Your Inheritance
View Part One in our Inheritance Questions series: How Much Do I Leave and To Who? View Part Two in our Inheritance Questions series: What to do in Challenging Situations?…
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View Part One in our Inheritance Questions series: How Much Do I Leave and To Who? View Part Two in our Inheritance Questions series: What to do in Challenging Situations?…
Read MoreIn part one of our inheritance questions series, we provided guidance on dividing up inheritance and offered different options for choosing inheritors in the family. Challenging situations and strife may…
Read MoreDonor advised funds are tools not only for today’s generosity but also for a legacy that endures even after your passing. Two common aspects in estate planning are life insurance…
Read MoreI recently had a conversation with a friend and donor of The Signatry who owns a very successful real estate investment business. He is in his mid-sixties and is starting to think about the succession of his company. He told me that…
Read MoreLaced throughout the Bible are many examples of intentional legacy building by God’s people. After God spoke to Jacob and said to him, “Your name shall be Israel,” Jacob set…
Read MoreI recently attended a Continuing Legal Education seminar regarding estate planning, and while attending the presentations, I could not help but think about the difference in passing on a legacy…
Read MoreIt is one of the most common questions I get: how much should I leave my children? You may know this all too well already, but it can be surprisingly…
Read MoreAs an advisor, what do you wish for your clients? Do you want them to be focused on the distribution of their assets when they die? Or would you rather…
Read MoreNow is the time to review estate plans for 2020. The beginning of the year is a time when many people have a resolution to evaluate, reevaluate, or plan their…
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