Estate Planning as a Career

Few situations have a greater potential for problems as when dealing with money and relatives. If youve ever had a child ask you for a loan or a distant relative request money to start a business, then you know just how touchy these situations can be. Here are some real-life situations, along with some simple steps to help you safely navigate the tricky waters that result from mixing family and finances.

John and Sue were approached several years ago by their son, a recen (more…)