View All (80) Articles Filed Under:  Legacy

A Special Thanksgiving Story

Here in this holiday season, I wanted to post a story that reminds us to reflect and look back. Recently, I’ve had occasion to consider all the people who positively impacted me—people like my fourth grade teacher who encouraged me to run for class president, my  »  Read More

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2 Surprising Keys to Preserving your Family Legacy

Too often when people think about preserving family legacy, they consider two things: preserving financial assets and preparing estate documents that provide for estate tax savings. While those are important elements, they are only true if we determine that family legacy consists only of financial  »  Read More

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Pitfalls of Passing Stock to Children

I’ve seen it often. A business owner grows his business.  As the business grows, so does the stock value.  Inevitably, the question comes:  what am I going to do with the stock? If there are no immediate plans to sell, the advice is often to pass some stock to the kids at a lower valuation.   »  Read More

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