by taaginc | Aug 6, 2014 | Estate Planning, Financial Education, Financial Planning
(The following is from David Burleigh’s blog dated July 14, 2014. David is a local attorney and an expert in the areas of Family Philanthropy and Family Enterprise Strategic Planning. He represents private business owners and their families in their business,...
by taaginc | Oct 4, 2011 | Estate Planning
The response received from our recent blog on how to handle personal property in dealing with estate planning was an eye opener. From precious heirlooms to misperceptions about what’s trash and what isn’t, it’s clear that from aging parents to siblings to what to...