Author: Mark Shiller

Mark initiated this blog due to his passion in assisting and equipping families to manage their wealth and their families well.

In the early stages of the book, How to Not Ruin Your Kids with Money, being available, I have received some kind words as well as some interesting observations. One early reader commented: I was looking for a bit more “golden bullets,” but I realized there probably aren’t any. I loved…

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I am very excited to announce the release of How to Not Ruin Your Kids with Money.  This website was a piece of its ultimate development – but a fuller, more focused discussion on wealth transitions within families.  It is my hope that readers will find it not only helpful,…

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Estate planning is confusing for just about everyone who doesn’t do estate planning for a living.  While I like to think people enjoy the time I spend with them on the subject and that my “bedside manner” puts them at ease, you can only clear away so much confusion in…

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On January 1, 2018, pursuant to the Tax Cuts and Jobs Act of 2017, the baseline for determining the estate, gift and generation-skipping transfer tax exemption doubled from $5,000,000 per person to $10,000,000 per person in the US.  If you’ve been following this site, you know that I don’t tend…

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Estate and trust attorneys see people at their best and at their worst. We see them at the high points of life, but also at some of their darkest times. There’s a blessing in that in and of itself. But it also allows for a unique window into the human…

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In over 20 years of working with people of means, I’ve seen good results and I’ve seen bad. No surprise there. What does surprise me, however, is the lack of interest that many quality advisors have in identifying and avoiding the root causes of the bad results. One such “bad…

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Leo Tolstoy’s novel, Anna Karenina, begins with the oft-quoted statement: “Happy families are all alike; every unhappy family is unhappy in its own way.” With the caveat that no family is “100% happy,” there would appear to be a fair amount of truth in Tolstoy’s statement. While the variety that…

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Will Rogers once said “There’s no hurry to make a Will.  Just see your lawyer the day before you die.”  And apparently a lot of people have the same sentiment.  Even those who have “made a Will” are not that much closer to ideal planning — because they’ve put off…

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