Register now for this free webinar! June 21, 2013 at 2:00 p.m. - 3:00 p.m. E.D.T. Speaker: Lewis Walker, CFP® Wi...
Learn how to take advantage of the historically unrivaled opportunities in wealth transfer planning. MADISON, WI,...
Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own&mdash...
If you are concerned that your children’s inheritance is being reduced by the collapse of the housing and investment ma...
Estate planning is a serious business. Meeting with clients often dredges up emotions and issues in the family that are necessary to discuss in order to fully discover a client’s goals and values and to design a plan that successfully transitions the family legacy from one generation to the next. Estate planning concepts can be more enjoyable to learn in a hypothetical situation, ho...
Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to one or more of their children. There may be what the parents consider to be legitimate reasons, such as if one child has been more financially successful than the others, or not wanting a special needs child to lose government benefits, or not wanting to leave...
My Uncle Bud was one of the sweetest men you could ever hope to meet. He had a huge heart and a generous spirit. He died of a stroke at the much-too-young age of 71. In keeping with Jewish tradition, my family gathered for the unveiling of his headstone a year after he died. I learned many wonderful new things about my uncle at this event, including that his desk h...
Stay updated by receiving updates to estateplanning.com's free resources, latest topics, premium content, upcoming events and more!
