Category: estate plans

You Don’t Have To Build A Microsoft


There are small-medium businesses that you have never heard about or thought about

How Is Covid-19 Affecting Life Insurance Companies?


The pandemic is likely to make life insurers stronger.

Are There Digital Assets In Your Estate?


When new things come along, you must adapt.

Three Looks At Estate Planning


Estates are like buildings. They look differently depending on where you look from.

The Hidden Risk In Your Pension


As you grow older, pension plans have a built-in, expensive, and hidden loss

A Not So Rare Mistake


Never leave problems as part of your legacy

Look For More Efficient Ways To Put Money In Your Estate


Taxes cost money. Getting money to pay can be efficient or not.

Never Stop With “Obvious Answers”


Because it relies on old experience, the obvious is often wrong.

How Much Should You Leave Your Children?


Many wealthy people have trouble dealing with the amount they should leave their children at their death or more often, much earlier. There are several factors people have trouble with. Control Trust Deflecting children from failure Concern for their own future security. A vision… Continue Reading “How Much Should You Leave Your Children?”

Is Joint Tenancy A Worthy Tool To Avoid Probate?


Saving a little often costs a lot. Sometimes more than money.

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