Will You Leave Your Spouse or Kids a Mess or a Method?
In most households, one person pays the bills and the other person hopes that things are being handled correctly. All too often, when the bill... Read More »
Category: Celebrity Estates
Tags: Asset Protection, Estate Planning, Estate Planning Lawyer, Financial Planning, Inheritance
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Estate Planning for Millennials
Estate planning may sound like something that only fabulously wealthy people need to do, but nothing could be further from the truth. If you a... Read More »
Tags: 401k, Beneficiaries, Estate Planning, Estate Planning Lawyer, Guardianship, Health Care Directive, IRA, Pension, Power of Attorney, Probate, TOD (Transfer on Death), Trusts and Estates, Wills
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Wealth Needs a Deep Bench of Talent
Managing and growing wealth requires a deep bench of skilled and trusted advisors. Among millionaire investors, a third are comfortable with ... Read More »
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