wealth

Why Receiving An Inheritance Changes Your Estate Plan

Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new asset and runs into financial trouble, squandering most, if not all of it. This could happen due to the inheritor having outstanding creditor issues or tax

2019-01-17T13:54:58-08:00January 17th, 2019|Tags: , , , , |

Curtis’ thoughts on Purposeful Planning

Purposeful Planning; An Exploration & Explanation Kaiser Law Group’s ‘tagline’ is “Purposeful Estate Planning for the Millionaire Next Door.”  Many of our clients and colleagues know our appreciation for Thomas Stanley and William Danko’s late 1990’s classic book, The Millionaire Next Door, which extols the virtues of living beneath your means (“playing good defense”), investing in

2019-01-10T17:47:57-08:00January 10th, 2019|Tags: , , , , |

What Estate Planning Awareness Means For You

Estate planning is important for everyone regardless of wealth or family status because if you become incapacity or pass away without an estate plan, you are leaving the distribution of your assets subject to state law – and the results may not be what you want or expect. Estate Planning Explained Estate planning includes the growth,

2019-01-10T17:34:50-08:00January 3rd, 2019|Tags: , , , , , |