What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charitie[Read More]

Any good financial plan must address how to preserve what you earn. Though tax law and inheritance laws constantly change, this presentation will give you a clear “big picture” on the basic pitfalls and opportunities in this potentially complicated (yet vital) area of financial planning. The Secrets of the Great Investors series is a co[Read More]

With estate taxes as high as 55%, no one can afford to ignore the techniques available to all of us to reduce or eliminate death taxes. The Artful Dodger's Guide to Planning Your Estate gives practical, straightforward and, yes, even humorous advice crucial to anyone who has acquired even modest wealth. This is not a "do-it-yourself" book. Est[Read More]