Never leave problems as part of your legacy
Taxes cost money. Getting money to pay can be efficient or not.
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?”
Most days are boring from a financial planning point of view.
No estate plan can be successful done in anticipation of death
Saving a little often costs a lot. Sometimes more than money.
Estate planning is about more than adding up values and dividing.
Planning is organized predicting. The predicting is just abig arithmetic question with a lot of variables.
Manage the potential losses. Understand heirlooms and monuments. Communciate.
Discovering the future possibilities makes effective action easier