Forbes by Rob Clarfeld It never fails to amaze me that so many otherwise savvy individuals, many of whom have their financial lives otherwise buttoned-up, use poor judgment (or no judgment) when it comes to their estate planning. The list of major estate omissions and poor choices is almost infinite. Here are some of the [...]
By LAUREN FOSTER | Barrons It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls. Trust and estate planning often comes down to three questions: Who gets what? How do you minimize taxes? And, once a trust has been set up, who is in control? Unfortunately, it’s easy for a family [...]
Disclaimer: Nothing contained in Capital Markets U.com Magazine is intended to be, nor shall it be construed as, investment, financial, legal or tax advice.
This site is owned by Charles L Stanley CFP® ChFC® AIF® a Fee-Only Financial Advisor in San Diego County. Charles L. Stanley CFP ChFC AIF- Trovena, LLC is a top financial advisor in the San Diego, California Financial Planners guide on NestEggZone.com.
