As an executor for a will, you have been honored with a position of trust. Another person believes that you can distribute their estate fairly and care for any investments and costs responsibly while distributing inheritance to their heirs. The position of executor is...
Learn effective strategies to thrive in today’s economic climate with a focus on the importance of tax exemption for retirees and their beneficiaries. Join Spencer Prince, the NC Director for The Foundation for Financial Education (F3E), a Non-Profit dedicated to...
Accumulating wealth and protecting wealth are two very different things. Research shows that it takes just two generations for a family to lose 70% of its net worth. By the third generation – it hits 90%. Protecting the inheritance of future generations requires...
“Mom told me all her life that she planned to split everything evenly between her children. She got sick, and my brother took her out of state so he could provide care for her. Communication became more difficult as time passed and it was harder to find out...
