Paul Meloan – Vested Interest

Trusts

  • Family
  • Paul Meloan
  • 2 Min Read

When not to pass it on to your children

Many of our clients own successful, growing businesses.  Many also have young children, and anticipate a...
  • Basic Training
  • Paul Meloan
  • 3 Min Read

Revocable Living Trusts, the basics, part 2

I realize I need to finish up the piece on revocable trusts. Last time, I listed the reasons why a...
  • Basic Training
  • Paul Meloan
  • 5 Min Read

Revocable Living Trusts, the basics: part 1

In conversations with clients and prospective clients in the last few weeks, I have been reminded that...