In-Laws February 20, 20240Are You Sure You Want Your Child to Get a Pre-nup? How young adults in particular approach pre-nuptial agreements must be considered whenever parents recommend or insist that their child enter a pre-nup.
Accountability November 30, 20231Accountability and the Trustafarians In over 20 years of working with people of means, I’ve seen good results and…
Financial Soundness September 23, 20230Approaching the Question “How Much Is Enough?” How you approach this commonly considered question may dramatically alter your answers.
Estate Planning June 14, 20230The Problem with Staging Distributions or Withdrawal Rights Early in my career I remember a couple talking about how brilliant their attorney was…
