For my children’s children’s children…

The following titles below are associated with articles and topics we suggest you search and read online. Find your key subjects and concerns related to retirement, Insurance, Investments, Estate, Tax, Money, Lifestyle, and happy researching!


Critical Estate Documents
Estate Management Checklist
And the Executor Is
Put It in a Letter
Will Power
A Brief History of Estate Taxes
Problems with Probate
Succeeding at Business Succession
What is the Value of Your Business?
Choosing a Business Structure
Understanding the Alternate Valuation Date
4 Steps to Protecting a Child with Disabilities
A Primer on Irrevocable Life Insurance Trusts
A Living Trust Primer
Tips for Finding Care for Your Disabled Child
Revising Estate Strategy Assumptions
Yours, Mine, and Ours: Estate Strategies for Second Marriages
Four Reasons Millennials Need an Estate Strategy
Four Steps to Valuing an Estate
When Heirs are Imperfect
Test Your Estate Strategy Knowledge
Why Everyone Needs an Estate Strategy
A Checklist for When a Spouse or Parent Passes
Managing an Inheritance