Should I disinherit my son or daughter? This is a heartfelt question and there is no easy answers. This article will explore techniques that can be used and alternatives that should be considered. Here are some common questions: What are the most effective ways to disinherit? What if I am really only worried about the […]
Several myths surround trusts that discourage people from learning about them. Lets look at some of them. Trusts are for the very wealthy: Untrue: Trusts can be for anyone with assets or beneficiaries that need to be protected. There is no minimum estate value that is needed to create a Trust. […]
Education is not Discrimination, Banks should do more to Educate their Depositors about the various Scams Con-artists use various schemes to part bank customers with their money. These include: Lottery and Sweepstakes Scams Grandpa I’m in Jail Fraud Internet purchaser scam Secret shopper Scam Some confidence games trick individuals, often the elderly, to send money. […]
