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 books and both are not wise to attempt (for obvious reasons).
Today, thanks to the world’s largest library, the Internet, it is possible to gather the information [...]
March 27, 2006 | Posted in
Estate Planning |
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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 with it hopes of millionaire lifestyles in soon to be achieved retirement, has altered many retirement plans. But, thanks to changes in tax laws and [...]
March 20, 2006 | Posted in
Taxes |
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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 to preserve wealth for multiple generations, protect assets, and provide long-term solutions to care for those who are not able to manage their own affairs.
In the [...]
March 6, 2006 | Posted in
Asset Protection |
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