March 1st was a big day. It’s the day I asked my wife, Brooke, to marry me. It’s also the day that we lost her mother. Brooke’s mom (Sue) was a kind and wonderful mother. She was also a super grandmother. She had worked as an OB/GYN nurse and was present at the hospital for the » Read More
Let’s face it. Most people really don’t like estate planning. Even worse, the estate documents that get written are in the cold firsthand of a lawyer. And if the estate is complex, the documents are a hopeless nightmare of legalese. But there’s a better way. Make » Read More
What are the habits of the wealthy when it comes to leaving money by way of their estate?
A recent article in Give & Take (September 2017) noted the most recent IRS information on charitable gifts made through estates:Thirty percent of women » Read More