Jan 6, 2022Asset ProtectionWhy You Need to Worry about Asset Protection PlanningMany people I talk to believe that only the ultra-wealthy need an asset protection plan. Nothing could be farther from the truth.
May 2, 2019Estate PlanningThe Value of Multigenerational Family MeetingsThis strategy can help avoid family conflicts about money and things.
Feb 11, 2019Estate PlanningPreparing for the Financial Reality of WidowhoodWhat happens financially during the five years of widowhood? Many women will be in for a shock.
Feb 11, 2019Estate PlanningFour Steps to a Successful Multi-Generational Family MeetingHere's how to set the stage for a family meeting that meets all your goals.
Feb 26, 2018Estate PlanningGuest Column: So You’ve Created a Trust… Now What?Simply creating a trust isn't enough. There's much more to do.
Sep 12, 2017Estate PlanningGUEST COLUMN: Preparing for Your Golden YearsBy Wes Wood Traveling, spending time with family, enjoying a hobby, volunteering – these are just some of the many things people say they...