Tagged: estate planning

For use on keeping it page first column under Estate planning – Information for you

Have You Ever Tested Your Estate Plan?

You are a smart person who has been around financially. Your success led you to realize that you would have financial assets left at death and you have created your estate plan. You probably...

Test Your Own Estate Plan

If you have set up your estate plan with the various typical recommended documents, you are two steps ahead of the game. However, as evidenced by numerous estate transfers gone bad, your plan may...

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...

Will Your Family Business Survive You?

A family business, or a series of family enterprises, can fuel the growth wealth for your family from the first generation on down – if it survives. Statistics vary on exact percentages, depending on...