When the final bell tolls, how much money do you want to leave to your children? How much is too much? How much is too little? It is almost a rhetorical question since there isn’t a right or wrong answer. Years ago, I had a widowed client, Max, who was 84 years old....
last will and testament
How to Choose An Executor For Your Will
According to surveys, more than half of American adults don’t have a Last Will and Testament. While the reasons for this vary, one stumbling block can be choosing an executor. Suzanne Himes, lead financial planner at Asset Planning Corporation, joins us with what to...
Sunday Money: Disinheritance
WBIR: Has someone in the family gotten on your bad side!? Well…you could always disinherit them! Understandably, disinheriting an individual from your will can be a difficult decision. Should you? Could you? Certified Financial Planner Paul Fain joins us now to...