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 […]
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 […]
The Prince is Dead. Long live . . . ? Prince is dead. He died on April 21, 2016, at age 57. He had no children and no Will. Musically, Prince was a genius. Whether or not you enjoy his art, he was brilliant. A steady stream of creative energy and amazing […]
When estate planning is done in such a vacuum, even if your assets set up to take care of your family over time, the result will be devoid of the heart and history that went into the construction of it. Much like the legendary Library at Alexandria which housed countless volumes of priceless information, your life has been built with the hard-earned lessons and experiences that have been instrumental in making you who you are. When your descendants know where they come from and the kind of strength that lies behind them, they are empowered to move forward in the same spirit that brought them to this point.