Earlier this week I received an interesting email from Allen Trust with a short Wall Street Journal article and video. It is a vivid illustration of how quickly finances can run amok when there is no plan for protection and preservation – regardless of your income level.
As the saying goes, “The art is not in making money, but in keeping it.” Sit down with your family, financial planner, accountant, and/or tax and estate attorney to put your plan into place.
