If today you had to give away everything you own (your car, your house, your jewelry, your family heirlooms, bank accounts, investments, life insurance, etc.)
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I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but really got to know Pat after her husband
Wealth Transfer Planning 4 of 6
It’s very common to see an estate plan that says “leave all my money to my spouse and then my kids equally.” We call
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One common misconception in financial planning goes like this: Trusts are only necessary for the super wealthy. True, estates over $5.45
