Avoid kerfuffles, start estate planning early

David MoonBlog

For almost a week, the adult children of 82-year-old Casey Kasem feared that their estranged stepmother had kidnapped the legendary disc jockey and long-time host of the American Top 40 radio show. Kidnapping is not a great estate plan. When I started my investment firm 20 years ago I naively thought this business was about reading annual reports and picking stocks. It is, but it is so much more. The three most intimate things in a person’s life are their spirituality, sexuality and money. And people will more quickly tell you what they think about God and who they’re sleeping … Read More