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 […]
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 […]
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 […]
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 […]
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 […]
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 […]