Estate Planning
4 Options For Where Your Collectibles Will End Up
What do you do with a classic car as part of your estate? The Do-Nothing approach, of course, is the worst option,…
Before You Make Your Kid a Millionaire…
A business owner told me he was about to create multimillion-dollar trusts for his kids. I asked him to reconsider his plan.
Does Raising the Estate Tax Make Sense?
It’s an easy fallback position: tax the rich—they have money to spare. With the huge U.S. wealth transfer underway, some call for…
5 Keys To Determining the Amount of an Inheritance
It’s one of the most common questions I get: How much should I leave my children? Should the inheritance be split equally…
Does Your Estate Plan Set the Stage for Family Discord?
Too often estate plans ignore the human side of what takes place after a death in the family, leading to family discord…
Use A Legacy List To Give Loved Ones Peace of Mind
Has your spouse or a family member ever said to you, “What do I do when you’re gone? Who do I call?…
Prepare Your Family to Receive Assets
I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families…
Don’t Leave This Out of Your Estate Plan: The Legacy Letter
Drafting an estate plan isn’t something most people get excited about. But please, be sure you don’t leave out this one thing.
Relationships Matter When Transferring Your Family’s Most Valuable Assets
I gathered with a group of legacy planners from around the country just recently. The conversation was robust, and they articulated many…
Why Don’t We Complete Estate Plans?
A 2016 WealthCounsel survey on estate planning offers some interesting insights on why Americans don’t complete their estate planning. Forty-three percent of Americans don’t have…
Do You Really Want to Leave That Legacy Property to Your Children?
Ah, the family lake house—such an enjoyable place. Fond memories, summer evenings, fish fries: The photos on the wall tell such a…
Does My Spouse Know Whom to Talk to When I’m Gone?
When Steve died, the family was shocked in more ways than one. His untimely death from heart attack just wasn’t in the…
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