Estate Planning to Maximize Your Retirement and Minimize Your Gifts

Has anyone ever told you, “I’m going spend all my money so my kids get nothing and I leave my credit cards maxed out!”?  I have heard it.  When I tell the story, some of my clients laugh and some cringe.  The point of this story today is that we should all save our hard-earned money because […]

Estate Planning to Maximize Your Retirement and Minimize Your Gifts

Has anyone ever told you, “I’m going spend all my money so my kids get nothing and I leave my credit cards maxed out!”?  I have heard it.  When I tell the story, some of my clients laugh and some cringe.  The point of this story today is that we should all save our hard-earned money because […]