Tag: estate planning
Posted on December 2, 2018
by Don Shaughnessy
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An example of something that will nag at you if you don’t address it.
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Posted on October 3, 2018
by Don Shaughnessy
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Estate planning is like tidying up when the job is done
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Posted on September 5, 2018
by Don Shaughnessy
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Easily avoided problems should be avoided. How hard is that?
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Posted on August 28, 2018
by Don Shaughnessy
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Life insurance is an underutilized efficient tool.
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Posted on August 12, 2018
by Don Shaughnessy
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How much is too much money?
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How would an estate tax benefit the country?
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Posted on June 9, 2018
by Don Shaughnessy
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Charities do work we would do ourselves if we had the time and skill.
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Life insurance is the cheapest way to put cash into your estate
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Your estate will evolve from your life. Estate planning is more appropriately life planning and transition.
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If they relay on an regular small donations, charities will fail
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There are many ways to be insurance poor.
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Posted on January 25, 2018
by Don Shaughnessy
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Estate transition plans and estate distribution plans are not the same thing
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