Estate Plan Trusts

Good Intentions Could Lead to Family Feuds

Although it sounds smart and reasonable to make a Who Gets What List regarding furniture and personal items as part of an estate plan, such action could cause problems rather than solve them. One of the most common stories Ive heard is how a parent would attempt to prevent heirs …

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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 …

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