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Why Don’t We Complete Estate Plans?

A 2016 WealthCounsel survey on estate planning offers some interesting insights on why Americans don’t complete their estate planning. Forty-three percent of Americans don’t have a will. Some of the reasons include the following: 25% of respondents didn’t want to talk about an estate plan » 

Category: Legacy Continue »

8 Generations of Cologne?

Farina cologne order letter
Letter for one of the orders of Farina’s new fragrance, 1716
Photo Credit: Public domain

Have you ever heard of cologne? Most people would say, “Sure!” But have you ever heard of the Farina family? Farina and cologne actually go together. In 1709, Giovania Maria Farina founded his company in Cologne, Germany. Their company’s creation: perfume. Their original perfume was » 

Category: Legacy Continue »

Donor Advised Funds Tripled in Growth

An October 4, 2018, article by Bloomberg noted that donor advised funds have tripled in growth to more than $85 billion in assets by year end 2016. The rise of donor advised funds has been tied to a variety of reasons:  ease of use, tax efficiency and even as part of family legacy planning.  Ray »