Joe, a successful business owner at the age of 66, has been reading my tax column for over 20 years (he saves them in an ever-growing file). Recently, Joe read one of my columns about lifetime planning. It hit home. Immediately, Joe e-mailed me telling a bit about his family, his business (Success Co.) and his current estate plan and a lot about his frustration — Joe was not comfortable with his estate plan. Popular NowLien waivers: what am I really waiving?Lessons from the best PM I ...
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