The Carter Center Speaking Event Preparing Your Heirs with Amy Castoro
Joel Kimmel and I were honored to participate in a webinar hosted by The Carter Center on “Preparing Your Heirs”. Click this link to…
#trustsandestates
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Wealth and Relationships: 4 Foundations of a Successful Wealth Transition
What is the difference between successful and unsuccessful transition planning? Successful transitions mean the family remains intact and…
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Wealth and Relationships: Is Your Family Ready For Wealth Transfer?
Take this quiz. If you score less than 4 “yes” answers, a successful transfer of wealth is unlikely. Contact us to discuss your results…
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Wealth and Relationships: When Do We Tell Our Family About The Wealth?
The question stems from the historical system of estate planning that says there is a certain age when kids are ready. The inevitable and…
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Wealth and Relationships: Start the Conversations Now
A successful business owner was becoming forgetful, but he wouldn’t admit it. He was making uncharacteristic decisions and becoming…
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Wealth and Relationships: Your Estate Plan Won’t Protect Family Relationships
A patriarch wanted to leave his wealth to his three daughters; however, he wanted to be hands-off and did not care how they utilized the…
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Wealth and Relationships: How to Talk About the Family Money
Talking to the kids about the family money is often a conversation that gets “kicked down the road” until it is too late. Left…
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Wealth and Relationships: The Dichotomy of Cordial Hypocrisy
Speaking honestly about draft picks for the NFL is one thing. Speaking honestly about inheritance is another thing entirely. Family…
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WSJ article “How to Know When to Quit Your Job”
Great article by Betsy Morris for The Wall Street Journal. In a family business, knowing when to step aside rather than down makes the…
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Family Meetings About Wealth and Wealth Transfer
Amy Castoro is quoted in this article from the Institute for Preparing Heirs on how important it is for advisors to refer families to…
