In the early stages of the book, How to Not Ruin Your Kids with Money, being…
Browsing: Family Wealth Counseling
I am very excited to announce the release of How to Not Ruin Your Kids…
What really matters at the intersection of family and wealth.
Estate planning is confusing for just about everyone who doesn’t do estate planning for a…
Estate and trust attorneys see people at their best and at their worst. We see…
Leo Tolstoy’s novel, Anna Karenina, begins with the oft-quoted statement: “Happy families are all alike;…
Will Rogers once said “There’s no hurry to make a Will. Just see your lawyer…
Family meetings require thoughtful planning in advance. While family togetherness is beneficial, a productive family meeting will have defined goals and objectives.
I love to see families become closer, healthier, more productive and more impactful. I love…
Estate and financial planning are complicated. Your goals probably aren’t. So why does everything about…