Lies People Tell Themselves About Estate Planning
People tend to avoid estate planning like it’s the plague, but no financial plan can be complete without one.
Recent
Estate Planning Myths That Refuse To Die
Estate planning remains one of the most misunderstood areas of planning.
The Family Dynamics That Make Estate Planning Hard
Squabbling siblings, spendthrift heirs and hostile step-relatives aren’t just the stuff of television drama.
What's Yours is Mine? Transmutation in Estate Planning
Married couples often don’t give much thought to the characterization of their property as community or separate.
The Social Security Trust Fund Clock Continues To Tick
It's time, again, for the annual Social Security Trustees' Report.
Astute Estate Planning For Art, Antiques And Valuable Collectibles
Folks who bother about estate planning often have a tendency to collect interesting and often valuable items, from art and antiques...
Covisum's Elephant and the Snowball is the Best Whitepaper of the Year
If you need to have a converstaion with your clients then you need to read "The Elephant and the Snowball" a concise whitepaper on everything all need
