Estate Planning: The Ambush Tax Lurking in the Wings
“I can’t afford to die; I’d lose too much money.” (George Burns, comedian) At the heart of any estate plan lies your will. Pair it with a file containing all the information and documents that your executor and heirs will need to wind up your estate, and you’ve laid a solid foundation for protecting your […]
Beyond Your Will: Leaving a Legacy
“Legacy is not leaving something for people. It’s leaving something in people.” (Peter Strople, former Dell Computer Corporation director) Leave a personal legacy, not just a financial one We all know how important it is to our loved ones that we leave behind a valid will rooted in a comprehensive estate plan, but our legacy […]
Excuses, Excuses: Why People Don’t Make Wills, And Why You Must
We all must die, no exceptions. So, it’s amazing that so few of us actually protect our loved ones with wills. Perhaps the problem is that the siren call of procrastination sounds so clearly and seductively when it comes to delaying that evil day when we have to actually sit down, consider our mortality, and […]
How to protect your children’s inheritances from ending up in the guardian’s fund
It’s always tempting to procrastinate about decisions that force us to address the inevitability of our own mortality. But we have no choice when it comes to protecting our loved ones after we are gone, because to protect them a will (“Last Will and Testament”) is not a nice-to-have, it’s a necessity. And it’s urgent. […]