News

Estate Planning Resources2020-01-04T08:45:02-05:00
Back

Articles and More

A Quick Estate Planning Quiz

A Quick Estate Planning Quiz

Early planning with the proper tax, legal, and financial professionals ...
The ABC’s of Estate Planning

The ABC’s of Estate Planning

There is a common misconception that estate planning is something ...
‘You Can’t Afford To Be Cheap’: Tips From Smart Moms On Money

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

Whether the messages are good or bad, harmful or helpful, ...
Will vs. Trust: What’s the Difference?

Will vs. Trust: What’s the Difference?

“You can’t take it with you when you go.” While ...
Warren Buffett Says the Secret to Success Is Saying ‘No.’ Do Experts Agree?

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

Billionaire and Berkshire Hathaway CEO Warren Buffett once said, “The ...
Understanding the taxes you owe when buying a home

Understanding the taxes you owe when buying a home

When you buy real estate, you buy the land and ...
The Pitfalls of ‘Designated Beneficiaries’ for Mutual-Fund Accounts

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

Sometimes what seems to be simple isn’t really so simple ...
The Future of Housing Rises in Phoenix

The Future of Housing Rises in Phoenix

Armed with loads of cash and the latest in machine ...
Irrevocable trusts appear, by definition, to be unchangeable and inflexible. But are they?

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

As high-net-worth individuals consider strategies for taking advantage of the ...
How To Talk To Your Financial Advisers About A Chronic Illness

How To Talk To Your Financial Advisers About A Chronic Illness

If you or a loved one have a chronic illness, ...
Having The Inheritance Talk With Parents Brings Both Sadness And Relief

Having The Inheritance Talk With Parents Brings Both Sadness And Relief

Several months ago my sister made a surprising suggestion: Let’s ...
For These Homeowners, More Is More

For These Homeowners, More Is More

Bob Sage has a dream–and a strategy for achieving it. ...
Buying a Home, No Matter the Market

Buying a Home, No Matter the Market

Is luxury real estate up or down? Hot or cold? ...
7 Key Mistakes People Make When Retiring Abroad

7 Key Mistakes People Make When Retiring Abroad

Retirement outside the U.S. is more appealing and less adventurous ...

Videos

Advanced Estate Planning

Advanced Estate Planning

Advanced Estate Planning requires a team of professionals to advise ...
4 Reasons Estate Planning is So Important

4 Reasons Estate Planning is So Important

Go Plan101 Resources by Jim Hiles: The importance of Estate ...

Tools

Comprehensive Planning Tool

Search Estate Planning Resources Below