Family Meetings
Should I let my children know about their inheritance?
Question: I have never been comfortable talking about money with my adult children, but my wife and I are making some changes…
What is your estate planner focusing on?
In a recent WSJ WealthManagement article, Charles Redd, a St. Louis based attorney, notes that planners spend much time on tax avoidance…
A little thoughtfulness in planning
In a recent WSJ Wealth Advisor article, the case of a California-based owner of a pizza franchise and a strip mall is discussed….
The tricks of advising trusts
In a recent WSJ Wealth Advisor article, Trust Clients Can Be Tricky for Advisers, Matthias Rieker reports that financial advisors need to develop…
Family meetings
In a recent Trust & Estates article, see http://wealthmanagement.com/estate-planning/family-meetings-come-age, Patricia Angus discusses some current thoughts on family meetings. Family meetings are an excellent…
