Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to …
In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy …
As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose …
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time …
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time …
From time to time, it is important to take stock of our own personal liability exposure and find ways to mitigate that …
Sometimes it’s hard to see the forest through the trees. This is as true for sophisticated estate planning as it is for …
Young families need wills. But, the legal profession has an admitted problem—the use of attorneys is expensive and can also be time …
Personal liability exposure is an important planning consideration. A person should be able to identify potential risks and assess means to mitigate …
