Estate Planning
Only You Can Do this
Don’t just sit there… “DO SOMETHING”. Why… because you can. Because you have something to offer. Because everything you do matters – for you, for others and forever. The people…
Read MoreLeaving a Legacy: Donate a Life Insurance Policy to a Charity
For those with wealth, leaving a lasting legacy for the people and causes they care about is deeply important. How to go about leaving this legacy is different for every…
Read MoreBillionaire Transfer Secrets
The Wal-Mart Walton’s are a special family who built a special company. Their wealth transfer strategy also appears special, even questionable to many outsiders. How they have transferred billions to…
Read MoreHow does the ATRA affect estate planning?
I take time each day to check up on any news or bills that could affect the estate planning process. Recently, I found an article from Forbes that discusses the…
Read MoreMistakes of the godfather
I don’t have HBO, and I don’t watch much TV… Watching TV is one of the sure ways to guarantee a life of meaningless existence. That isn’t the point, but…
Read MoreCan inheritance be fair?
The issue of inheritance – how much, when, why, and how to make it equal – all factor into whether or not inheritance will be perceived as fair. Make a…
Read MoreEstate Planning Is Dead
In a recent article on FoxBusiness.com, there was a well-meaning intention to communicate about shielding assets from estate taxes. Find the article here if you dare to be bored and…
Read MoreWhy every young adult should start estate planning
When packing up for college, there’s always a checklist for freshmen—things like sheets, notebooks, and class schedules. After four years, the tests have been taken, the all-nighters pulled off, and…
Read MoreFiscal Cliff and Property Valuation
There is much reason to now hold on to property until death on assets that are intended to be gifted to family especially if the assets are worth far more…
Read MoreWhen intentions lose their way…a family feud (Part Two)
The Detroit Free Press article sites Karen Davidson, the late wife of Bill Davidson – NBA Detroit Pistons owner – as saying in an affidavit that her husband intended the…
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