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Tools You Can Use to Leave Words of Wisdom to the Next Generation

May 25, 2017

You come into the world a blank slate, and as you grow, you gain wisdom. You’ve planned your estate to leave physical assets to beneficiaries, so now think about leaving them something that’s just as important but less tangible: the hard-won wisdom you’ve... Read more

The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

May 11, 2017

According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in... Read more

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  • Basis: A tax concept that your must understand.
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