Lower Estate Taxes, Tougher Estate Planning
If you’re like most people, you probably think of your estate plan in earnest every…
Author Mark Shiller
Mark Shiller
Mark initiated this blog due to his passion in assisting and equipping families to manage their wealth and their families well.
The Impact of an $11,200,000 Exemption
On January 1, 2018, pursuant to the Tax Cuts and Jobs Act of 2017, the…
Why All the Fighting Over Money?
Estate and trust attorneys see people at their best and at their worst. We see…
Are first things first in your estate plan?
Estate planning is confusing for just about everyone who doesn’t do estate planning for a…
A Bowl of Red Soup and Rejection
You may or may not know the story of the “Most Expensive Bowl of Soup…
Simplicity
In our work with families of wealth, we focus on deeper aspects of character more…
Accountability and the Trustafarians
In over 20 years of working with people of means, I’ve seen good results and…
Are Happy Families All Alike?
Leo Tolstoy’s novel, Anna Karenina, begins with the oft-quoted statement: “Happy families are all alike;…
I’m 75. Now What?
Will Rogers once said “There’s no hurry to make a Will. Just see your lawyer…
When to Start Holding Family Meetings
Family meetings require thoughtful planning in advance. While family togetherness is beneficial, a productive family meeting will have defined goals and objectives.