Most attorneys believe that the majority of problems related to dividing an estate should be solved outside of the courtroom in other words, prevented. In a sense, if you discuss this subject with those who counsel individuals over personal family matters such as arguments and conflicts that arise from the …
Read More »What is Values-Based Wealth Planning?
Between the years 1980 and 2030 it is estimated that the largest transfer of wealth from one generation to the next in the worlds history will take place when approximately $41 Trillion dollars is transferred at death from the greatest generation (those born between 1910 and 1935) and the Baby …
Read More »Charitable Remainder Trust – Having Your Cake
Using this method of charitable giving, you can actually give your assets away and keep them. It’s like having your cake and eating it, too! Most people who take the time to plan their estate already have a strong sense of family and community and want to leave gifts to …
Read More »
home loan finance blog