Estate Tax Oversight That Could Cost Families Millions
One family faced an unexpected tax burden of $1.5 million due to a critical estate planning error that could have been easily... Read More
5 Things to Do Now to Make Your Estate Simpler for Your Heirs
It’s easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.... Read More
Warren Buffett Talks to His Kids About His Will. You Should Too.
The billionaire investor has a simple estate-planning suggestion for parents. It’s one that lots of us would rather ignore. Warren Buffett wants... Read More
IS YOUR TRUST A TICKING TIME BOMB?
These days very few families need a complicated tax avoidance trust also known as an A-B Trust. Many trusts were set up... Read More
The Brady Bunch Breaks Down: Estate Fights Tear Stepfamilies Apart
More American couples are coming together with children from prior relationships. It often goes well until it comes time to read the... Read More
How to Avoid Lawsuits?
Lawsuits can be filed by anyone and there’s no sure way to avoid them. It is impossible to anticipate every issue that... Read More
Where is your beneficiary designation form?
Your beneficiary designation forum is the document that controls your IRA, 401 (K), and other retirement plans. You need to keep a... Read More
If Heirs Are Fighting, Try Mediation
Mediation is a way of settling disputes before they escalate into litigation. Mediation has become popular because it reduces the need for... Read More
PRESENTATION SAT MAR 30
You, your family, and friends are cordially invited to a free educational seminar on “Changing of the Guard – what steps need... Read More
Your Retirement Accounts Don’t Go “IN” Your Living Trust!
I can’t tell you how many times clients tell me, “Yeah, I put my IRA in my living trust.” You see, an... Read More
