Its not the strongest but most adaptable to change who survive Charles Darwin

Information and news for a Changing World

Archive for: March, 2006

“Do It Yourself” Estate Planning

“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 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 [...]

Moving Out

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 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 [...]

Wealth Preservation Trusts

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 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 [...]

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