What Constitutes a Valid Will? In Michigan, a jury found that a handwritten document by Aretha Franklin, found in her…
Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…
Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…
Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…
Fear is a powerful motivator. The Bible tells us to fear not. Stonewall Jackson (and others) are attributed as having…
Tradition can be a powerful motivator. Traditions can be like laws, meaning the group following them will not accept any…
This is the first in a series of posts exploring why people do what they do. In this post, we're…
After a policy holder dies, it is important to contact insurance companies to see whether a claim should be paid.…
If you're concerned about protecting your resources, here are a few thoughts on how to protect Inherited IRAs. First, define…
Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…