Turn down an inheritance using a qualified disclaimer

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest. The assets will then bypass your estate and go directly to the next beneficiary in line. It’s as if the successor beneficiary, not you, had been named as the beneficiary in the first […]

The Current Trends in ADA “Drive-By” Law Suits

Recently we have seen a noticeable uptick in so-called American’s with Disability Act (“ADA”) “Drive-by” suits. These suits are labeled as such because plaintiffs often ride around neighbors and areas looking for ADA violations and then catalogue the alleged violations of the ADA via photographs. These business owners usually must fix any non-compliant issues (sometimes […]

Educate your children on wealth management

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about saving, investing and other money management skills can help keep your legacy alive. Teaching techniques There’s no one right way to teach your children about money. […]