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Month: September 2010

Do It Yourself Estate Planning

Forbes Magazine's September 7 issue had a thought provoking article on "Do It Yourself Wills". My WealthCounsel colleague in Montana, Mark Josephson, took the conversation one step further with the commentary he shared. I hope you find this informative. Josephson...

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Estate Planning Traps

This is a helpful bit of information that my fellow estate planning colleague, Mark Josephson, posted from his law offices in Montana. He's relatively new to blogging, but I think he's done well with this information in a summary format. I am reposting his information...

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