During an estate planning consultation I ran into a situation I’ve seen many times over the years—one that I suspect happens far more often than people realize. Because so many families face the same dilemma, I wanted to break it down in a way that can help others who are weighing similar choices in their estate planning. Meet “Bob” and His Two Estate Planning Goals For privacy reasons, we’ll call today’s client “Bob.” Bob came in with two very common goals: Keep costs as low

Estate Planning can be a complex process, especially for business owners aiming to protect their assets while minimizing costs. A common...

Estate planning is something few people want to think about, but establishing a sound plan for when you die will help those you love by...