What We Think

Our Ideas

"An investment in knowledge pays the best interest."
– Benjamin Franklin

Is 100 the New 80? Scientists have spent the last 200 years discovering how to help people live longer … and they may have succeeded. Chances are increasing that you or your spouse will live well into your 90s or beyond. Suddenly, estate attorneys, financial planners, and investment advisors are struggling to figure out how to adapt. Old rules of thumb may need to be thrown out.
Elder Financial Abuse Every wealthy family should pay attention to the increasing incidence of elder abuse. Physical or emotional abuse may be more prevalent and understood but elder financial abuse is on the rise.
How to Host a Family Meeting The idea scares the heck out of most people. Families go to great lengths to avoid talking about anything personal or financial. Why would anyone establish an annual meeting exclusively for this purpose?
Gifting to the Grandkids Some wealthy parents communicate little to their heirs until the last moment, leave remaining assets in trust and expect the trustees to educate the beneficiaries. This approach – while simple – deprives heirs of financial decision-making knowledge.
After the Basic Financial Plan Many individuals have been through a financial planning process. This is just the beginning for wealthy families. As wealth and complexity increase, so does the importance of creating and maintaining trusts.
Using Trusts to Organize Your Finances Creating and funding a trust is only the start of this best practice for wealthy families. Trusts require ongoing maintenance and revisions. Family trustees and beneficiaries also need continuing education to understand their rights and responsibilities.
Donor Advised Funds Have you established a donor-advised fund yet? If not, you are late to this party.
GET ORGANIZED: 3 Easy Tasks to Start the New Year If your accountant or attorney asked you for an important document, where would you look first? Most of our clients have the same answer: I’ll check in THE DRAWER. It seems we all have one drawer in our homes that holds all the important documents. There is a better way.