I am frequently asked whether a trust is necessary, and I give the most legal answer I know: It depends. There are many different types of trusts, that serve many different purposes. They can shelter assets to reduce estate tax liability, protect privacy during the probate process, provide for responsible financial management of a minor […]
Mindful Money Management
Just Added: Family Budget Worksheet
I just added a new free resource to the site: a Family Budget Worksheet. This is the very same budget worksheet I use for my family’s finances. You can customize it for your circumstances. Click here to start your family budget. image by pixomar, via FreeDigitalPhotos.net