What happens to your assets overseas when you die? None of us likes to think about dying… but today I’ll ask your
09
Jan
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Tag: Estate Planning
23
Jun
Why You Should Start Your Estate Planning Process Now
Don't Die Before You've Done This One Thing Years ago, a friend told me about a guy on the conference circuit. This guy did one thing, had one service, and one pitch. Let's call him Bob. Bob told a story about his parents who had been fairly successful but then died young. The wealth his [...]
23
Jun
How To Plan For Your Estate With Assets In More Than One Country
Most people do little or no estate planning. One story an attorney-friend likes to tell to illustrate the potential extreme consequence of this non-approach is about Elvis Presley. When Elvis died in 1977, his estate was worth US$30 million. Elvis died without an estate plan. He’d simply made a will, in which he left his […]
01
May
How To Plan For Your Estate
A banker friend in Belize who speaks at many of the conferences my wife Kathleen Peddicord’s publishing group sponsors likes to ask the following question as part of his presentations: “What happens to your bank account (in Belize) if you and your banker, and only you and your banker, know about its existence…and you die?” […]