Why we give
How do I decide what personal property to keep for me or my family?
A recent WSJ article discussed the art of decluttering our lives, which has become a hit TV series but offers a serious…
Recent WSJ thoughts on direct gifting to grandchildren
In a recent WSJ planning article, the following question was posed: Questions: You recently wrote about estate planning and leaving a “legacy.”…
Thinking about incentive trusts
In a recent Trusts & Estates article, “The Ultimiate in Dead Hand Control – Incentive Trusts,” attorney Charles Redd considers “incentive trusts”…
Are the rich frugal?
The frugality of the rich. A lot of millionaires aren’t easy to spot, and are more likely to be found shopping in the…
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…
What incentives should my trust include to motivate my children and grandchildren?
In defense of incentive trusts. Some estate planners discourage use of incentive trusts, which require heirs to meet certain conditions. But New Jersey-based…
New strategies under the tax law changes
The beginning of 2013 has been an interesting period, as we have seen significant planning for clients with complex and taxable estates….
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….
What you need to know to preserve your value and your values
In a recent WSJ WealthAdvisor article, Norb Vonnegut touches on some particular ideas that are very helpful in managing and passing family wealth….
