Category: estate plans

An Addition To Your Estate Planning


Your estate plan should aim to make the end-of-life transition easier for the survivors.

Using Models


Never trust a model to be accurate for more than five years.

When Forced Asset Sales Happen


Organized common sense is not always obvious.

Your Will Should NOT Contain These and More


Many wills contain mistakes that are easily avoidable.

Why Would A Wealthy Person Own Life Insurance?


Lief insurance will do more than you know. Check.

Estate Planning and Point of View


A more thorough estate planning process adds value.

An Estate Problem That Is Becoming More Common


How much is a 125-year-old left-handed mustache mug worth and how does your executor know where it is?

How Many Wills Can You Have?


As long as they don’t conflict, you can have as many as you need.

Who Wants To Be An Executor?


Choosing an executor is risky both for the estate and the executor

Estate Evolution And How It Affects Planning


Estate planning includes what you do before death, too.

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