What’s Your Money Mindset?

According to a Bankrate.com poll, 36% of Americans of all ages have not begun saving for retirement—including a rather shocking 25%+ of the 50-64 year-olds surveyed. Of course there are many uncontrollable reasons why people are financially unprepared—losing their job to the recession, an obsolete skill set, disability or runaway medical expenses.

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Estate Tax in China

Over 100 nations currently have an estate or inheritance tax of some form. China is not one of them, but that might change soon as the government is considering a decade old proposal that would institute an inheritance tax.

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A Few Words on Perpetual Trusts

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance about what they want to leave their children, grandchildren and even great-grandchildren. But what about planning for eternity? It seems too long to contemplate. Yet in the last several decades, […]

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Don’t Leave Your Estate Planning To “The Beaver”

  Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very common in my profession to have clients with same sex marriages, second marriages with assets and children from a prior marriage, as well as families that may look traditional, […]

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