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What lessons are you teaching your family?

I was talking at the Heritage Trust seminar about a lesson I learned from my grandparents. Whenever they sent us a check, my grandmother always insisted that we use the money for something practical and that we wrote them a thank you note. When my grandfather passed...

#6 Estate Planning Mistake – Failing to Transfer “Values”

Traditional estate plans focus almost exclusively on transferring assets, reducing taxes and reducing administrative costs. A comprehensive estate plan adds ethical wills, incentive trusts, and involves children in the process. An ethical will is where you write down...