Family Wealth
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…
5 Key Findings on the Charitable Giving of the Wealthy
I received a phone message from a ministry that simply said, “Bill, I’m sure that all your wealthy donors just need to…
A Good Man Leaves an Inheritance to His Children’s Children?
Proverbs 13.22 says, “A good man leaves an inheritance to his children’s children…” Does this mean that an inheritance for grandchildren is…
4 Key Questions About Family Wealth
When I work with families with higher net worth, they often ask the same questions about how to handle their wealth. Their…
7 Paradoxes of Inheritance
When they hear the word “inheritance,” most people run. We typically associate inheritance with estate planning, which traditionally means working with lawyers, talking…
Get Your Legacy In Order This Year
As the calendar flips from one year to the next, it’s a great time to begin thinking about getting your legacy in…
Don’t Give Your Kids Money
“I don’t want to give them anything.” We were at that crucial moment in his estate plan, and Joe needed to decide…
- Page 2 of 2
- 1
- 2