Riches to Rags Part Two
One book changed my thinking about wealth and the direction in which I am trying to guide my family. That book is Strategy for the Wealthy Family by Mark Haynes Daniell. In his book, Strategy...
Category: keeping it
From Riches to Rags
Mom used to like to see ‘how the better half’ lived – meaning that she liked to understand how rich people are different than the rest. She suspected, and you know for a fact,...
Avoid Probate Fights – How to Plan for and Settle Unequal Estate Bequests
Leaving unequal distributions of your estate can lead to probate fights, or family feuds of other sorts. If you don’t want to leave equal amounts to your heirs, know that expert sources all agree...
Review of: Family Wealth – Estate Planning for the Healthy Wealthy Family
Estate Planning for the Healthy, Wealthy Family Estate Planning for the Healthy Wealthy Family – How to Promote Family Harmony, Affirm Your Values, and Protect your Assets By Stanley D. Neeleman, J.D. Carla B....
Dividing Your Estate Unequally Between Children
You’ve done well. You are ready to set the next generation up for success with the fruits of your labor. One way you are doing that is through your estate plan – what you...
Settling an Estate – Learn How to Make Your Job Easier
Have your parents designated you as their estate executor – or perhaps their successor trustee – or both? If so, you have my condolences. Settling an estate is a lot of work. But, you...
Baby’s First Christmas – a Pickle Jar Legacy
There is a story circulating in email circles, about a pickle jar. My Aunt sent it to me. In it, a father and mother put a large glass pickle jar next to the dresser...
Holiday Gifts to Teach Personal Financial
You aren’t alone if you are wondering what gift to get your friends and family this holiday season. Kids today are showered with toys, games and books from pre-natal days through adulthood. Adults in...
Should You Ditch Your Bypass Trust?
My Mom and Dad set up their own living trust because they had to deal with taking Mom’s parent’s estate through probate court and they wanted to shelter my brother and I from that...
An Immigrant’s Story
The United States of America is truly a nation of immigrants. I wager that most Americans a) are immigrants themselves b) have an immigrant in the family tree not more than two generations removed...
