◀ The Principal Blog

Posts from the ‘Estate Planning’ category

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Are you paying it forward?



Remember the movie from the year 2000, “Pay it Forward”? In this classic film, Trevor McKinney, the troubled young son of an alcoholic mother, receives an intriguing assignment from his new social studies teacher.

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Why the Estate Tax Hype is Overrated



Do you hate taxes, or do you hate paying more than your fair share of them? Is your concern how much you pay in taxes or how much you keep of your income and assets? I had a relative who never made over $30,000 per year in income his whole life, yet put all his retirement savings in municipal bonds…

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