View All (39) Articles Filed Under:  Legacy

Pitfalls of Passing Stock to Children

I’ve seen it often. A business owner grows his business.  As the business grows, so does the stock value.  Inevitably, the question comes:  what am I going to do with the stock? If there are no immediate plans to sell, the advice is often to pass some stock to the kids at a lower valuation.   »  Read More

Category: Legacy Continue »

Why 70% of Wealthy Families will lose their Money with the Next Generation?

A recent article in Money magazine tells of the difficulty of holding on to wealth in the second generation. Stephen Lovell, a financial planner, describes going to his grandfather’s house and being impressed by their house, cars, boats and all their  »  Read More

Category: Legacy Continue »

Returning to the Lost Vision of Generations

In every age, there are stories that transcend time and culture Such is the story of Abraham. We find him in Genesis 12. His family is first mentioned in Genesis 11. Genesis 1-5 provide the story of Adam and the succeeding generations. The Adam generations  »  Read More

Category: Legacy Continue »