Category: keeping it

Holiday Gifts to Teach Personal Financial

You aren’t alone if you are wondering what gift to get your friends and family this holiday season. Kids today are showered with toys, games and books from pre-natal days through adulthood. Adults in...

Should You Ditch Your Bypass Trust?

My Mom and Dad set up their own living trust because they had to deal with taking Mom’s parent’s estate through probate court and they wanted to shelter my brother and I from that...

An Immigrant’s Story

The United States of America is truly a nation of immigrants. I wager that most Americans a) are immigrants themselves b) have an immigrant in the family tree not more than two generations removed...

Will Your Family Business Survive You?

A family business, or a series of family enterprises, can fuel the growth wealth for your family from the first generation on down – if it survives. Statistics vary on exact percentages, depending on...

Family Meeting Checklist

Family meetings can be a great way to build solid relationships, create a family legacy and train the next generation. A couple of weeks ago I shared our path towards holding family meetings.  As...

Beneficiary Designation Checkup Time

A periodic review of the beneficiaries you have designated on your assets and financial accounts is a necessary estate plan health checkup. No one that I know loves to review their beneficiary designations, but...