transfer of wealth Archives - McClelland Law Firm. P.A.

Estate Planning and Goals: Communicating With Family Members

March 9, 2022
mcclellandfirm
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A comprehensive estate plan is the foundation for a successful transfer of wealth to your loved ones. However, many of us often overlook the crucial part of communicating our estate plan to family and heirs. Even with a thorough and…

Incorporating Family Values as Part of an Inheritance

October 28, 2020
mcclellandfirm
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Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…