Valuable Estate Lessons From The Passing Of George And Barbara Bush
George H.W. Bush led an extraordinary, well-lived life during an exciting time in American history.
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“Fair” vs. “Equal” and other estate planning challenges for auto dealers
Financial advisors often say that estate planning is hardest when businesses are involved.
UK Man Who Killed Grandfather For Trust Fund Blames Mistress
A man accused of murdering his wealthy grandfather so he can collect his inheritance says that the real killer could be a 25-year-old woman who ...
How Do I Manage My Financial Affairs From The Grave?
I know it’s a macabre question. No one can truly manage their affairs from the grave.
Ex-National Advisors Trust CEO Ron Ferguson Died, 69, This Week
Ex-National Advisors Trust CEO Ron Ferguson, 69, died on Sunday.
American Dynasty: What G.H.W. Bush Leaves Behind (And Who Steps Up To Inherit)
The best tax gurus in the country made sure the money stretched as far as necessary. Now it’s time to see what kind of personal influence takes root.
Leaving an IRA to a Trust
Leaving your IRA outright to one or more individuals is simple but may not be prudent.
