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A Family Kind of Day

I started the day with breakfast with my nephew-in-law. The bacon was crisp, but it was better to have some good conversation with family. We talked about the normal things of the day but things that mattered to him, and to me. I left there and made my way home. My three-year-old grandson was there » 

Category: Family Continue »

Private Foundations and Donor Advised Funds: 5 Key Comparisons

What are the key differences between donor advised funds and private foundations? Today, there are 86,516 private foundations in the country containing $855.81 billion in assets and making $49 billion in grants.  By comparison, there are five times as many donor advised funds—463,622 with $110 » 

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 »