family wealth planning

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How (and Why) to Disinherit a Child or Grandchild

As much as it was fun to write about Generational Wisdom in 32 Questions, many families have different challenges that are not so heart-warming. For example, there may come a time when a child or grandchild’s behavior warrants their removal from your estate plan. Such a decision normally does not come lightly and the person [...]

By | May 30th, 2017|Finances|0 Comments

Generational Wisdom in 32 Questions

Generational wisdom is probably one of my favorite topics and one of the most rewarding parts of my practice. I was lucky enough to know three of my great-grandparents. In fact, my grandmother’s father, Grandpa Jack, taught me how to throw a baseball. My grandfather’s mother, Grandma Ida, introduced me to the _____ of chicken [...]

By | May 12th, 2017|Philosophy|0 Comments

The Future of Finances: How to Teach Your Kids to Be Money Savvy

Part of being an enlightened parent is being thoughtful about how we teach our kids about adult life. Of course, you want to prepare them to make good choices as an adult, especially when it comes to finances. And, you may either feel not equipped, or you may be concerned about passing on your own [...]

By | April 11th, 2017|Philosophy|0 Comments

When Duty Calls: Navigating the Sandwich Generation with Ease

The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the sandwich generation. This growing population of professionals often raise kids at home when they become responsible for the care of their own aging parents. The stress and financial strain of [...]

By | April 6th, 2017|Finances|0 Comments

How to Make Your First Million by Age 40

Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when in your “growing up” years because most people are a lot more willing (and able) to take risks before they get bogged down with the “realities” of life. While the old [...]

By | January 31st, 2017|Philosophy|0 Comments

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In [...]

By | January 10th, 2017|Uncategorized|0 Comments