Legacy planning
An estate plan is a great gift for your adult children
In a recent WSJ article, Malcolm Butler, president and CEO of the The Fiduciary Group in Savannah GA, argues that giving an estate…
Helping young adults succeed with money
A recent Trusts & Estates posting by Kim Kamin helpfully discusses issues related to helping young adults, particularly those who are trust beneficiaries, succeed…
The wealthy actually care about their society
In the debate over disparity separating America’s rich from the middle class, the wealthy aren’t usually associated with everyday concerns such as…
Facebook Legacy Contact Designations
Each year, our digital lives are more important. We live, plan, socialize, invest and communicate in the digital world. Many persons across…
Myths About Trusts
In a recent article, Forbes explores some “myths” about trusts laid bare by some recent events. Former Police lead singer, Sting, told…
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….
Will the increased death credit reduce charitable giving?
Several recent planning articles have suggested that because of the increased applicable exclusion amount that end of life and testamentary charitable giving…
Gifting vacation and legacy properties to your children
In a recent Wall Street Journal Wealth Management interview, a patriarch of a wealthy family discussed a plan he undertook to pass a…
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…
