Home » 2006 » March
“Do It Yourself” Estate Planning
by Wendell Cayton A “Do It Yourself” estate plan and a “Do It Yourself” appendectomy have two things in common—both can be accomplished if one reads enough of the right…
Moving Out
Property rich and portfolio poor is not a totally inaccurate way to describe the retirement plans of today’s baby boomers. The stock market bubble that burst several years ago, taking…
Wealth Preservation Trusts
by Bruce Fenton “Put not your trust in money, but put your money in trust,” advocated the late Oliver Wendell Holmes. Today, trusts play an important part for those wishing…