Tag Archives: Estate Planning

Millionaires without Estate Plans Leave a Costly Mess Behind

Surprisingly, a recent report shows that a third of all millionaires do not have an estate plan. The problems this creates are part of the legacy they... Read More »

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Spread the Wealth with These 5 Tips

You’ve spent a lifetime building your estate. Now it’s time to decide how it will be distributed. Handing down your wealth is not as simple as wri... Read More »

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Inheritance Styles: Are You the Cricket or the Ant?

Aesop’s Fable of the hard working Ant and the all-play Cricket holds true for Individuals who inherit a great deal of wealth and just want to play.&... Read More »

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