Famous People Who Failed to Properly Plan
Learn from the mistakes of celebrities—estate planning is crucial and should not be a do-it-yourself project. Read more in this Financial Tip.
Learn from the mistakes of celebrities—estate planning is crucial and should not be a do-it-yourself project. Read more in this Financial Tip.
A payable on death bank account can be designated as payable on death to someone of your choice. Learn more in this Financial Tip.
Hosts provide guidance on how to have “The Talk” with elderly parents about their future.
A successful succession plan addresses management succession as well as ownership and estate planning issues. Learn more in this Business Tip.
Considering your parents live could spend 25+ years in retirement, you may not want to count on a large inheritance. Read more in this Financial Tip.
Tired of low interest rates? Us too. However, they can be beneficial for certain estate planning strategies. Learn more in this Financial Tip.
Bil Lako, CFP®, discusses how to use trusts to preserve wealth and minimize estate taxes in today’s Marietta Daily Journal. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be…
Estate planning for wealthy and less wealthy individuals alike deals with the same basic issues. We discuss the need for a will on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general…
Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
Pets are property, and property cannot inherit other property, but you can provide for your pets once you’re gone. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided…