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Heirs
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…
Wealth Transfer Surges in the U.S.
Financial advisors and the philanthropy world have been watching wealth transfer carefully for the last 20 years. That’s since John Havens and…
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…
When Is an Inheritance a Bad Thing?
Sid and Jean were heartbroken. They had intended to give a meaningful early inheritance that would say, “I love you.”
Will Your Advisors Outlive You?
I’ve seen many clients make great choices for lawyers and financial advisors to administer their estate and their finances. But in some…