Estate Planning Resources

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‘You Can’t Afford To Be Cheap’: Tips From Smart Moms On Money

Whether the messages are good or bad, harmful [...]

By |2020-01-04T08:43:12-05:00November 17th, 2019|Estate Planning Articles, Estate Planning Resources|Comments Off on ‘You Can’t Afford To Be Cheap’: Tips From Smart Moms On Money

Warren Buffett Says the Secret to Success Is Saying ‘No.’ Do Experts Agree?

Billionaire and Berkshire Hathaway CEO Warren Buffett once [...]

By |2020-01-04T08:43:38-05:00November 17th, 2019|Estate Planning Articles, Estate Planning Resources|Comments Off on Warren Buffett Says the Secret to Success Is Saying ‘No.’ Do Experts Agree?

The Pitfalls of ‘Designated Beneficiaries’ for Mutual-Fund Accounts

Sometimes what seems to be simple isn't really [...]

By |2020-01-04T08:44:30-05:00November 17th, 2019|Estate Planning Articles, Estate Planning Resources|Comments Off on The Pitfalls of ‘Designated Beneficiaries’ for Mutual-Fund Accounts

Irrevocable trusts appear, by definition, to be unchangeable and inflexible. But are they?

As high-net-worth individuals consider strategies for taking advantage [...]

By |2020-01-04T08:45:28-05:00November 17th, 2019|Estate Planning Articles, Estate Planning Resources|Comments Off on Irrevocable trusts appear, by definition, to be unchangeable and inflexible. But are they?