Process March 6, 20160The Family Wealth Counseling Process “So how do you actually help people with this stuff?” I’ve received quite a few…
General Principles February 24, 20161T. Boone Picken’s Dollar What impact does rewarding good character have on character itself? Did the Pickens family have it figured out over 75 years ago?
Goals November 19, 20155Why I Now Hate the “How Much is Enough” Question It wasn’t that long ago that I published a post on how to approach the…
Communication March 24, 20153What Your Estate Planning Attorney Has Never Talked to You About Have you ever looked at a 50-year old trust document? Even one 100-years old? It…