Preserving Your Money and Property Beyond the Third Generation

Preserving Your Money and Property Beyond the Third Generation

Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond. The quotation “shirtsleeves to shirtsleeves in three generations” has often been attributed to Andrew Carnegie. The same concept...
Reasons to Protect Your Retirement Accounts Now

Reasons to Protect Your Retirement Accounts Now

Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that protection evaporates. When your spouse, child, or other loved one inherits your retirement account, creditors have the power to seize it...