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 …
Read More »The Three Main Causes Of Conflict In An Estate Settlement And What To Do About T
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 …
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