will

Wise Words From Warren Buffett

by Michael on Mar 6, 2014

Warren Buffett’s annual letter to shareholders has always been a treasure trove of investing insight. This year’s letter, which was recently released, is no different. Among other things, Buffett urges individuals to stay within their “circle of competence,” saying that: “Most investors, of course, have not made the study of […]

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Over the past week, I’ve been giving myself a crash course in Medicaid planning. I guess that’s what happens when your parents advance in age and start having health problems. In case you weren’t aware, most states require the elderly to spend down their assets to a few thousand dollars […]

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Leaving People Out of Your Will

by Michael on Sep 24, 2012

My father-in-law recently passed away and we just received a copy of his will. As it turns out, his final wishes were for his estate to be distributed to just a subset of his children (there’s no spouse in the picture). In doing this, he didn’t specifically state that he […]

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