The Smart Way to Leave an Inheritance to Unprepared Children

Most parents (even parents of adult children) want to provide for their children—but not necessarily right away, and maybe not all at once. According to a recent article in Barron’s, “A growing number of parents are shunning the time-honored practice of handing big inheritances to their children when they turn 21. Instead, they’re waiting until… Read More »

Entrepreneurs, Family Business, and Estate Planning

If you’re an entrepreneur, or a small or family business owner, you have more to lose if you don’t have an estate plan. An estate plan helps you protect not only your family and your assets, but also the business you’ve spent years (or decades) building. A recent article at Entrepreneur.com, entitled What Entrepreneurs Should… Read More »

Is Planning for the Future Easier if You’re Single?

“The grass is always greener on the other side of the fence.” It seems that this old adage is appropriate for married people planning for retirement, who look over the fence at their single counterparts and imagine how much easier it must be for them. According to a recent article in the New York Times,… Read More »

Some Tax Saving Strategies from the Wall Street Journal

Income, estate, and other federal tax levies have commonly been a bone of contention between those with different political ideologies; but the current conflict has reached unusual heights, with various million- and billionaires publicly expressing their views (pro or against) about current tax laws. Of course, million- or billionaires aren’t the only ones with strong… Read More »