While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

The first step to creating a plan of action is deciding which fear to work on first. Look at the Fears and Worries Checklist you and your child filled out back in Module 1. Consider how both you and ...

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

Founder at M16 Marketing and a Forbes Agency Council member. He's a leading marketing technologist on a mission to create success stories. Content marketing works best when you have a well-defined ...