The Lazy Investor's Way: Estate Planning

Consider making a 'When I die file'

I know that this isn’t the most uplifting title to an article but I feel it is an important one. Although loss is normal, Death is still ...

Consider making a 'When I die file'

Reviewed by Vernon Joseph Go on Saturday, January 25, 2020 Rating: 5

This ( inheritance thing ) is a very interesting and perhaps even divisive topic to talk about. While others dream of giving their offspr...

To give inheritance or not?

Reviewed by Vernon Joseph Go on Wednesday, August 14, 2019 Rating: 5

I had a conversation with a former high school classmate and schoolmate last year on personal finance and estate planning . Misconception...

Estate Planning 101 - a quick guide

Reviewed by Vernon Joseph Go on Tuesday, May 28, 2019 Rating: 5

I’m talking about this once again since I’ve been receiving some questions and inquiries about Estate Planning once again. An estate pla...

Take advantage of Estate Tax Amnesty ASAP!

Reviewed by Vernon Joseph Go on Tuesday, May 14, 2019 Rating: 5

The investment conference Wealth, Retirement & Estate Planning Forum was formerly known as Money Summit Boomers Edition will be on ...

Attend the Wealth, Retirement & Estate Planning Forum (formerly Money Summit Boomers Edition)

Reviewed by Vernon Joseph Go on Wednesday, October 17, 2018 Rating: 5

“Prosperity is a blessing from God, but it can also become a curse if not handled properly.” We’ve had some interesting (and sometim...

Estate Planning is not just about Estate Taxes

Reviewed by Vernon Joseph Go on Saturday, August 12, 2017 Rating: 5