I was invited by my good friend and wealth planner, Alice Phua, to a talk today about how to avoid the pitfalls on estate planning. I did not know what to expect when I was going for the talk and thought that it should not be anything relevant to me …
Read More »Estate – When Friends And Family WANT Your Money
Few situations have a greater potential for problems as when dealing with money and relatives. If youve ever had a child ask you for a loan or a distant relative request money to start a business, then you know just how touchy these situations can be. Here are some real-life …
Read More »Choosing Guardians for Children
The most important decision you’ll make in your estate plan is appointing guardians for your minor children. Who you pick will impact not only your children but also the lives of your guardians. While you and your children may feel an affinity for a particular adult(s), that relationship could be …
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