In over 20 years of working with people of means, I’ve seen good results and…
Browsing: values
Family meetings require thoughtful planning in advance. While family togetherness is beneficial, a productive family meeting will have defined goals and objectives.
It is somewhat easy to look to the size of the donation, but a poor woman long ago may have something to say about the right way to value a giver’s generosity.
It’s one of the most important questions any estate planning attorney can ask — but…