The maxim says the truth will set you free. But wealth apparently won’t. The latest UBS Financial Services "Investor Watch" survey, "When is Enough…Enough?" https://view.ceros.com/ubs/investor-watch-treadmill found millionaires racked with worry over the present and future. They crave time to slow down and nurture family bonds but fear business mistakes will threaten … [Read more...] about Wealth Has Millionaires Feeling Trapped
Russell Price
A Primer on Estate Planning: Be Prepared
Estate planning is one of those tasks everyone knows is important, but few do eagerly. After all, staring the Grim Reaper in the face to figure out how to distribute assets isn’t fun. However, postponing the decisions is a mistake. Jeffrey Burr, an attorney specializing in estate planning, explained many of the threats that lurk. “Just being unprepared” tops the list, he … [Read more...] about A Primer on Estate Planning: Be Prepared