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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...

Will Baby Boomers Be ‘Elders’?

My generation (I’m a baby boomer) gets a lot of press. Everyone seems to have an opinion on what we are, what we do and how we behave. For every opinion there is usually...

Use Halloween To Teach Your Child About Finance

What is your child learning from your Halloween financial habits?  Why not use Halloween as a (sort of) fun way to grab some teachable moments for personal finance.  Teachable moments are those where you...

MoneyIsland

BancVue provides this game to institutions to put on their websites to attract and retain account holders.  According to BancVue, it was created by a former Washington D.C. Teacher of the Year and is...

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...