In the following series of blogs, I’ll tell some of my family stories. What’s my purpose? To strike a chord with you with the thought, the hope, that you’ll remember your family stories. Better still, my hope is that you’ll tell your family stories to your children, your grandchildren, and even your great-grandchildren. It’s our stories that bind us together …
In the following series of blogs, I’ll tell some of my family stories. What’s my purpose? To strike a chord with you with the thought, the hope, that you’ll remember your family stories. Better still, my hope is that you’ll tell your family stories to your children, your grandchildren, and even your great-grandchildren. It’s our stories that bind us together …
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”! Are there areas of my life in which I’m not content? Do I have enough? Do I have too much? How can I learn …
Did you know that 80% of the gifts made by Americans are in the form of cash? The other 20% come in the form of non-cash assets. Although one of the biggest forms of non-cash gifting is publicly traded stock, I encourage you to consider other forms of gifting: vehicles, collectibles, inventory, electronics, art, gold coins, etc. Indeed, there are …
When I was in private practice, I helped a family work through the basics of a will. There were no major estate tax issues; thus, the primary issue for the will was who their beneficiaries would be. Their first and obvious choice was to leave the majority of their estate to their children. However, they also asked me to include …
When I sit down with families who are preparing estate plans, the hardest question they face is how much they will leave their children. This question is full of emotion. For some parents, the inheritance question is a way to make up for guilt for what they feel is their improper parenting. For some, the inheritance question is a matter …
The book of Proverbs is called the “wisdom book.” It represents collected wisdom of Solomon but also other writers as well. In Proverbs 30, we have a chapter written by Agur son of Jakeh. There’s little known about this man. He starts Proverbs 30 by lamenting his weariness and his own lack of wisdom. The chapter is sometimes known as …
Perhaps it’s happened to you: You are walking across the parking lot and discover a $20 bill, and there are no people and no cars nearby. You pocket the $20. What will you do with it? What you do with your money is a question that applies to everyone—whether you have a little or a lot. When I was practicing …
Throughout every person’s life, whether we choose to acknowledge it or not, there are certain instances that shape our view of money, wealth, giving, and generosity. Can you think of what the shaping factors are in your own life? For some, the shaping factors might be a place of want. Some people grew up where life and finances were a …
On September 7, 2017, Megan McArdle of Bloomberg News wrote a troubling article. There, she noted that the Ruth Institute, a conservative group, lost their ability to receive online donations when their payment processor cancelled them. Vanco Payment Solutions dropped the Christian nonprofit Ruth Institute over claims that the institute “promotes hate, violence, harassment and/or abuse,” according to an article …
