inheritance

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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

Millennials and the Family Business: When New Values Meet Old

Millennials are taking their places at office desks around the nation. This burgeoning generation is just starting out, which means changes for family businesses with millennial family members who stand to inherit the family business. Of course, this scenario raises certain concerns for baby-boomer business owners as they look to the next generation of workers. [...]

By | December 28th, 2016|Uncategorized|0 Comments