fbpx
Family Wealth. Estate Planning.

Family Wealth. Estate Planning.

Fears When Talking about Money Studies have shown (https://www.thewilliamsgroup.org/our-history) that the largest contributing factors to the depletion of family wealth are lack of trust, lack of communication, and lack of preparation...
Fear and Money – Part 2

Fear and Money – Part 2

Fear and Money Conversations when talking about wealth. Here are a few more examples of common fears that prevent open, honest, and transparent communication about family wealth.  Fear of Treating Heirs Unequally and Fostering Sibling Rivalry Fear and money. Each...
Fear and Money. Talk of Family Wealth

Fear and Money. Talk of Family Wealth

Fear and Money. When Talking about Family Wealth. Studies show that the largest contributing factor to generational wealth being lost is Fear. Fear and talk of money about family wealth create problems for future generations. Lack of trust, lack of communication, and...
Pet Trusts. Estate Plan. Lessons Learned.

Pet Trusts. Estate Plan. Lessons Learned.

Pet Trusts. As with anything in life, sometimes things don’t work out as planned.  So, my belief is to always have a Plan B. When you prepare accordingly, it’s more likely you will have a successful outcome.  Here are three examples of creative planning by pet owners....
Special Needs Child or Grandchild

Special Needs Child or Grandchild

All children are a blessing. From the day they are born, you begin making plans to ensure their future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families, this concern is heightened when that...

Pin It on Pinterest