If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in…
Debt, Creditors And Your Estate Plan
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well,…
Trusts & Taxes -What You Need To Know
People often come to us curious — or confused — about the role trusts play in saving on taxes . Given how frequently this issue comes up, here we’re going…
3 Critical Considerations For How To Save For Education – Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an irrevocable trust. …
How Estate Planning Can Reduce The High Cost of Dying-Part 2
Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate planning can dramatically reduce many of…
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking…
4 Reasons Why Estate Planning Is So Essential For A Business Owner
If you are a business owner, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or…
Purchasing Life Insurance For Your Family: What You Need To Know
Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death.…
5 Ways Online Estate Planning Fail & Leave Your Family At Risk—Part 2
Do a Google search for “digital wills” or “ online estate planning ,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning…
5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1
Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY estate plans ) and sometimes even free estate…