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Advisors, Will You Lose Your Clients?

A recent issue of Investment News pointed out a shocking statistic: 66% of children fire their parents’ financial advisor after they receive an inheritance. That news is particularly troubling given that, over the next 30 years, there is expected to be a $30 trillion wealth transfer. Some have  »  Read More

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4 Questions on Leaving a Gift to Ministries Through Your Estate

For the next several weeks, I’m writing a series of blogs on “4”: 4 Questions, 4 Things, etc. Read the entire series. It’s a way of offering concise commentary. Hope you enjoy this series of “4”! For the next several weeks, I’m writing a series of blogs on “4”: 4 Questions, 4  »  Read More

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4 Questions on Leaving an Inheritance

For the next several weeks, I’m writing a series of blogs on “4”: 4 Questions, 4 Things, etc. Read the entire series. It’s a way of offering concise commentary. Hope you enjoy this series of “4”! When I sit down with families who are preparing estate plans, the hardest question they  »  Read More

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