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.
I called Joe to talk to him and get more information. Joe