by Elle Kaplan | Sep 6, 2017 | Blog, Estate planning
When it comes to investing, when you suddenly receive an inheritance it can be anything but straightforward. Often, this inheritance comes with complex emotions if its tied to a loved one or family member; leading to rash choices or decision paralysis. Emotions aside,...
by Elle Kaplan | Sep 27, 2016 | Blog, Estate planning
Inheriting a large sum of money can either be a blessing or a curse. While receiving sudden wealth is a great start towards a financially healthy future, the statistics show that many who receive a windfall inheritance end up worse than when they started by grossly...
by Elle Kaplan | Mar 25, 2016 | Blog, Estate planning
For many people, estate planning can seem like a difficult topic to broach, but it’s a necessary one. A good estate plan is beneficial to you and will reduce the stress of your loved ones during a very difficult time in their lives. An important aspect of the planning...
by Elle Kaplan | Dec 3, 2014 | Blog, Estate planning, Wealth Management
One of the most important parts of financial planning for your family is estate planning. One of the biggest potential mistakes people can make is to put off estate planning or worse, skip it completely. You can avoid this by starting an open dialog as early as...
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