October 7th, 2021
Originally posted on Forbes.com You Might Need to Plan Now Even if You’re Not Really Wealthy For wealth folks reviewing and beefing up insurance coverage and planning before […]
October 7th, 2021
Originally posted on Forbes.com What is a Swap Power and Why do you Care? A “swap power” is also called a “power to substitute.” It is a special […]
October 6th, 2021
Originally posted on Forbes.com Plan Now: With the results of the Georgia runoff election in the Democrats Control the House, the Senate and the White House. So, the potential for […]
October 5th, 2021
Originally posted on Forbes.com So, you created one or more trusts in 2020 with interesting sounding acronyms: SLAT, DAPT, SPAT, etc. And now you are just happy to be […]
October 5th, 2021
Originally posted on Forbes.com 2020 estate planning was a wild ride! Throngs of wealthy Americans had their advisers assist them with all types of planning. Much of the planning […]
October 1st, 2021
Originally posted on Forbes.com Stewardship and Charity: Charity, caring, giving, and helping others are all part of the holiday spirit. The holidays, perhaps particularly Christmas, are a time when […]