Earn the Generational Financial Advisor Role by Making Family Wealth Transfer Planning Simple Your clients (both individuals and families) have been financially fortunate, managing their assets thoughtfully and intentionally throughout their lives; as their financial [...]
Smart Giving, Powerful Results: Donor Advised Funds and Estate Plans are a Dynamic Duo Imagine a world where legacy isn't just a will and an estate plan tucked away in a drawer, but a living, [...]
Determining the goals of your One Page Legacy Plan is an important final step. Just as important is taking advantage of the right tools – like donor advised funds – to meet those goals [...]
Back in the 1960s and 1970s, as women began to venture into the workforce and become more independent, TV became rife with commercials themed around this newly empowered female persona. It didn't matter what [...]
“Choose well. Your choice is brief, and yet endless.” ~Goethe What does the word “legacy” mean to you? Most people, when asked this question might say that legacy refers to what a person leaves [...]
Hazel Van Dyke Patterson One October day 34 years ago my mother was a vibrant 71-year-old who loved to bowl and visit friends. The next she was gone. Only it didn’t seem [...]
We all leave a legacy that has nothing to do with the assets that comprise our estate. We can have absolutely nothing, no material possessions at the end of our life, and still we [...]
We’ve all heard the expression Shirtsleeves to shirtsleeves in three generations—one generation accumulates the money and the next two spend it down to zero or thereabouts. Shirtsleeves-to-shirtsleeves seems to put the blame for dissipating [...]
Wealthy families lose their money every day. Statistics show that 70% of the family fortunes created in America are gone in two generations and 90% within three. One of the factors contributing to this dismal [...]
