Tag: estate planning

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.

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 Every Day A Financial Planning Day?


Most days are boring from a financial planning point of view.

Think About Estate Planning In A Productive Way


No estate plan can be successful done in anticipation of death

Is Joint Tenancy A Worthy Tool To Avoid Probate?


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

Fungible Is Not A Kind of Mushroom


Estate planning is about more than adding up values and dividing.

Steady State


Planning is organized predicting. The predicting is just abig arithmetic question with a lot of variables.

Estate Planning


Manage the potential losses. Understand heirlooms and monuments. Communciate.

Which Is Worse – Certainly Bad or Uncertainty?


Discovering the future possibilities makes effective action easier

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