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Randall Fisher
Jun 22, 20123 min read
A Prince’s Inheritance & Why You Need an Estate Plan, Part I: The Will
For his 30th birthday on Thursday, Prince William received a bittersweet present: roughly $15 million inherited from the estate of his...
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Randall Fisher
Mar 25, 20115 min read
Why you need an estate plan
Check out this same post but with updates to reflect 2012 rules here. Smart Money recently summarized the basics of why you need an...
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Randall Fisher
Jan 19, 20111 min read
The latest Wealth Advisor
Earlier I wrote about the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 and offered a newsletter for...
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Randall Fisher
Nov 12, 20096 min read
Don’t make the same mistakes you’ve seen in the headlines
Now is the time to update your existing estate plan, or proceed with implementing a comprehensive estate plan. Why? First, we now know...
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Randall Fisher
Sep 30, 20096 min read
When is it time to revisit your estate plan?
If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came...
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