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Wealthy People Torn
Many wealthy people are torn between wanting to leave a large inheritance…
Donor Advised Funds
There are many ways to leave a charitable legacy. One of the…
Estate Tax Uncertainty
President Trump has made an official proposal to repeal the estate tax…
Handling Death in the U.S.
Studies continue to show that the how and when Americans would prefer…
How to change an irrevocable trust
When dealing with irrevocable trusts the ability to effect change can be…
Beware the pitfalls of naming a minor as your beneficiary
A minor generally doesn’t have the right to manage his or her…
Your Debt and Your Demise
Most Americans pass away owing debt. What happens to that debt after…
A Happy Retirement Takes Planning
“Forget finances, you’ll never be ready to retire, unless you’ve thought through…
How to Blow a Big Inheritance
It is often noted that great family wealth has a tendency to…