Estate Planning
Does Raising the Estate Tax Make Sense?
It’s an easy fallback position: tax the rich—they have money to spare. With the huge U.S. wealth transfer underway, some call for…
5 Keys To Determining the Amount of an Inheritance
It’s one of the most common questions I get: How much should I leave my children? Should the inheritance be split equally…
Does Your Estate Plan Set the Stage for Family Discord?
Too often estate plans ignore the human side of what takes place after a death in the family, leading to family discord…
Use A Legacy List To Give Loved Ones Peace of Mind
Has your spouse or a family member ever said to you, “What do I do when you’re gone? Who do I call?…
Prepare Your Family to Receive Assets
I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families…
Don’t Leave This Out of Your Estate Plan: The Legacy Letter
Drafting an estate plan isn’t something most people get excited about. But please, be sure you don’t leave out this one thing.
Relationships Matter When Transferring Your Family’s Most Valuable Assets
I gathered with a group of legacy planners from around the country just recently. The conversation was robust, and they articulated many…
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…
Do You Really Want to Leave That Legacy Property to Your Children?
Ah, the family lake house—such an enjoyable place. Fond memories, summer evenings, fish fries: The photos on the wall tell such a…
Does My Spouse Know Whom to Talk to When I’m Gone?
When Steve died, the family was shocked in more ways than one. His untimely death from heart attack just wasn’t in the…
50% of High-Net-Worth Families Have Not Disclosed Wealth to Their Children
A September 2016 article in the Harvard Business Review notes that over 50% of high-net-worth families have not told their children about…
When Is an Inheritance a Bad Thing?
Sid and Jean started their business out of necessity. He’d lost his job unexpectedly, and the job market appeared slim. So off…
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