Managing Finances After Losing a Spouse: A Guide to Finding Stability
Losing a spouse or family member is one of the most challenging...
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Family
Two Experts Share How to Keep Wealth from Dividing Your Family
Two Experts Share How to Keep Wealth from Dividing Your Family
Why do 70% of families lose their wealth by the second generation? Why...
Family Foundations: What Are They & Do I Need One?
Family Foundations: What Are They & Do I Need One?
Should I set up a Family Foundation? Is this the right structure to...
4 Steps for a Successful Estate Planning Talk with Your Family
4 Steps for a Successful Estate Planning Talk with Your Family
“I don't want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!
Is Your Estate Plan by Default or Design?
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next...
Sudden Wealth – Dream Come True or Nightmare?
Sudden Wealth – Dream Come True or Nightmare?
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
3 Ideas to Connect Generations with Generosity
3 Ideas to Connect Generations with Generosity
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!
Which Assets Do I Spend and Which Do I Pass On?
Which Assets Do I Spend and Which Do I Pass On?
When it comes to spending and passing on your assets, don't miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
Person to Person Charity – What Is It and Why Should You Consider It?
Person to Person Charity – What Is It and Why Should You Consider It?
When you think of charity, what comes to mind? Do you think of non-profits – organizations taking on major challenges and trying to make a difference? True! Many charitable contributions aim to give from your resources to fund groups who seek to meet the needs of others – and, as an incentive, you usually get a tax deduction for your contribution! But what if we simply define charity as giving to those in need? This opens a new world of philanthropy many find brings deep fulfillment and makes a difference. We call it Person-to-Person Charity.
6 Money Habits to Teach Your Kids
6 Money Habits to Teach Your Kids
Parents have a lot to deal with. You’re feeding, clothing, cleaning,...