View All (10) Articles Tagged As:  inheritance

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 their wealth.¹ Why is it hard to talk to our children about our wealth? I remember when my son was in high school. He took a personal finance class, and he  »  Read More

Category: Family Continue »

Don’t Miss the Two Types of Inheritance and Why Everyone Leaves One!

Did you know that there are two types of inheritance? Legal and spiritual. A legal inheritance is what we traditionally think of: Someone has a will or trust and leaves money or property to an heir. It’s pretty straightforward and can be done without a lot of emotion or conversation, in many  »  Read More

Category: Legacy Continue »

4 Questions on Leaving a Gift to Ministries Through Your Estate

For the next several weeks, I’m writing a series of blogs on “4”: 4 Questions, 4 Things, etc. Read the entire series. It’s a way of offering concise commentary. Hope you enjoy this series of “4”! For the next several weeks, I’m writing a series of blogs on “4”: 4 Questions, 4  »  Read More

Category: Legacy Continue »