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Heirs
Culture Commentary | Giving Trends Friday, January 3 
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…
Estate Planning Friday, June 21
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…
Estate Planning Monday, February 5
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…
Estate Planning Thursday, February 23
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…