July 8, 2016
How to tell your children about your estate

To Tell or Not to Tell Your Children About Your Estate

To tell or not to tell your children, are they ready? What should you tell your children about your estate?  How much do you tell them about your personal or business finances?  How much do they need to know?  How much of it is simply none-of-their-business? These are questions we […]
June 20, 2016
trust fund baby

Don’t Create a Nasty Trust Fund Baby

The Danger of the “Trust Fund Baby” I was interviewed about the trust fund baby problem by SuccessCouncil.com after my presentation at FreedomFest (2015). Success Council was interested in getting some practical advice on how to help children inherit wealth without harming themselves, their family and their community. They had a […]
June 20, 2016
Freedomfest 2016

FreedomFest 2016

FreedomFest 2016 will be held in Las Vegas, at Planet Hollywood; July 13-16th. I will be speaking on Thursday the 14th on “The 5 Best Planning Practices for Any Estate”. I hope to see you there.  The FreedomFest is an amazing experience.  There are brilliant ideas presented by awesome people.  Even […]
June 14, 2016
Legacy IRA Act ad image

Legacy IRA Act

Using Your IRA for Charitable Gifts If it becomes law, the Legacy IRA Act will be a powerful tool for both retirement planning and charitable giving. Currently, there are only two ways to give your IRA to charity without triggering a tax. First, if you are age 70 ½ or […]