Can a large Inheritance be too big?

Norton Hammersley Estate Planning

Receiving a large inheritance can be an unexpected windfall or curse to your beneficiaries. If you share these concerns, what are your options? Are there alternatives to a large, lump-sum inheritance that are worth considering? To avoid a negative outcome, it is not uncommon for individuals to evaluate alternative methods to transfer wealth to their beneficiaries. According to a recent …

Trusts Remain an Important Tool for Lasting Legacies

Norton Hammersley Estate Planning

Life, by its very nature, is uncertain, and nowhere is it more important to consider those uncertainties than when planning how the fruits of a lifetime will protect and sustain loved ones or continue to support cherished causes in the way someone wishes. In the past, trusts were mostly viewed as a strategy for preserving estates by reducing the impact …