What Matters Most
Lion Dad Book Review
Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others. While there, we met with one of our clients, the author of Lion Dad (Nudge Your Cub into a Top 100 College Today, Including the Ivy League: What…
Read MoreChild Free Estate Planning
Child Free Estate Planning Made Simple Mary has done well, and is living well. She has no children, and wonders about what kind of estate plan she might need. Because she has no children, she knows that if she does nothing, her estate will largely go to the IRS and the state where she lives.…
Read MoreInitiative Sucker
The Initiative Sucker Inherits In 2014, Anderson Cooper told Howard Stern the following: “I don’t believe in inherited money . . . I think it’s an initiative sucker. I think it’s a curse. Who’s inherited a lot of money that has gone on to do things in their life? From the time I was growing…
Read MoreResolving Disputes in Estates with ADR
Staying Out of the Courtroom Preventing and resolving disputes concerning your estate may be one of the most important functions of your estate plan. The reason is simple. Disputes are perhaps the greatest risk to both your financial wealth, and your family. Families are naturally resilient, and can recover from most any trouble. But when…
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