Estate Planning Archives

“Will” Power: What Your Last Will Does and Doesn’t Do

August 4, 2022

Your last will and testament is a powerful document. It’s …

“Will” Power: What Your Last Will Does and Doesn’t Do Read More >

Tax-Smart Giving and Gifting

June 4, 2021

Maximizing what you leave to non-profits and the next generation …

Tax-Smart Giving and Gifting Read More >

Is Your Living Trust in a Coma?

April 25, 2021

Easy Fixes for Your Estate Plan. Too many people do …

Is Your Living Trust in a Coma? Read More >

Making a List – Don’t Wait!

October 29, 2020

The Importance of a Personal Property List When she reached …

Making a List – Don’t Wait! Read More >

Raising the Stakes

June 23, 2020

In our new world, managing your personal finances has totally …

Raising the Stakes Read More >

Financial Planning, Not Fortune Telling

June 1, 2020

The future has not been written. That’s your opportunity. The …

Financial Planning, Not Fortune Telling Read More >

Growth at All Costs?

May 19, 2020

Tech Stocks have soared. Be careful before deciding they’re the …

Growth at All Costs? Read More >

Planning for the Inevitable

June 20, 2018

We send this email to about 1,200 people every month. …

Planning for the Inevitable Read More >

Estate Planning 101

January 3, 2018

It is easy to put off planning for your estate …

Estate Planning 101 Read More >

Your New Year’s “Revolution”

December 1, 2017

That’s revolution, not resolution. Here’s the thing. Unless you are …

Your New Year’s “Revolution” Read More >

Charitable Giving

November 29, 2017

There may be more efficient ways to give to charity. …

Charitable Giving Read More >

Trusts: What You Need to Know

July 9, 2016

Trusts sometimes get a bad rap. Many people believe trusts …

Trusts: What You Need to Know Read More >

“Trust”-Worthy

June 26, 2013

Trusts have a reputation as a tool for billionaires only. …

“Trust”-Worthy Read More >

Estate Planning 1-2-3

October 6, 2011

It’s easy to put off estate planning issues, because it …

Estate Planning 1-2-3 Read More >

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