Carnegie, Rockefeller, Astor, Vanderbilt and Rothschild are all names of families with wealth – wealth held across many generations. Just hearing the names causes pictures of polished silver, wood paneling and yachts to form...
Why is it that our ancestors didn’t figure out how to pass along their wealth to us? Here are my top three reasons they failed to do so.
According to estimates done by Carl Haub and others at the Population Reference Bureau and reported on the Mother Nature Netork, there have been 108 billion individual people who have walked the Earth over...
My 64th birthday was earlier this week. You may remember that the Beatles released a song about this way back in 1967 as part of their album Sgt. Pepper’s Lonely Hearts Club Band. Not...
We here at Family Money Values want to help your family maintain their wealth and well being for generations to come. In order to do that, a family needs to have their own identity...
Family Money Values blog and site will both publish frequent ‘best buy’ type articles intended to share with you products we like and use. Ones that we hope will move your family use your...
Exercise your right to tell your own story in your own words – write an autobiography! Your life is important. You have taken on challenges and won the day. You moved the human condition...
So, you are the executor, or maybe the successor trustee for a family member’s estate. Waiting until your family member dies is probably not the best way to get introduced to what is in...
You are a smart person who has been around financially. Your success led you to realize that you would have financial assets left at death and you have created your estate plan. You probably...
If you have set up your estate plan with the various typical recommended documents, you are two steps ahead of the game. However, as evidenced by numerous estate transfers gone bad, your plan may...
