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January 12, 2015
Article
Physicians should take some special precautions if they expect a substantial inheritance. Here's why.
January 05, 2015
Although investment returns rarely are consistent year by year, we can make assumptions based on annualized returns over a period of many years.
September 29, 2014
High-income earners sometimes transfer substantial amounts of family assets to their nonworking spouses. Here's why this is a big mistake.
September 22, 2014
The key difference between a revocable living trust and an irrevocable trust and when and why physicians should consider using them.
September 15, 2014
Living trusts exist in almost every estate plan, yet their uses and meaning are vague to most. Here is some guidance.
September 08, 2014
Most estate plans contain both a will and a trust or trusts. While both can name beneficiaries for your property, the differences sometimes cause confusion.