What should you know? What should your executor know? When people think about estate planning, they may think in …
estate planning
An Estate Plan or a Wealth Transfer Strategy?
Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none …
Will You Avoid These Estate Planning Mistakes?
Too many wealthy households commit these common blunders. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Many people plan …