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Estate/Legacy Planning 103
Benefits of Planning Controlled estate planning will systematically uncover problems and gaps in your estate and provide solutions. For example, you can plan against: Excessive transfer costs: The improper plan or group of documents might cause too much tax, payable...
Estate/Legacy Planning 102
Common Pitfalls Every family, every year, should be sure to train itself to be prepared for the worst of circumstances. Yet, most people do not bother to take the essential measures. Many do not have adequate amounts of life insurance. Others neglect their wills. Many...
Estate/Legacy Planning 101
This portion of your financial plan contains a sample analysis of an estate settlement arrangement. The intention is to illustrate the anticipated settlement expenses and disclose any potential problems in a plan. This section will provide facts upon which to base...
Private Family Foundations
A number of years ago, Vance Packard wrote a best selling book called “The Hidden Persuaders.” The book explored at length the reasons (usually subliminal) people buy certain products including, among other things, life insurance. In the book, Packard quotes from a...
