I recently heard from a former client who wanted to reengage our services. Naturally, I asked her why. “I was named the executor of my father’s estate last year, and I now have a huge appreciation for what you do.” Whether one is named as the executor or...
Watch this video on YouTube When passing wealth to your kids, consider creating a trust to limit the later generation’s ability to tap into the principal. Several astute readers suggested this strategy after my recent column citing research that showed 90% of...
