Estate Planning
When Trusts Hide A Lack of Trust
In the living room and offices that belong to my parents are several numbered paintings by Thomas Kinkade. He positioned himself as the “painter of light,” which really resonated with…
Read MoreViewing Retirement as the new frontier
The opportunities keep getting better with age. It used to be that workers longed for the gold Rolex watch as their career crowning achievement. In the early career days it…
Read MoreRetirement: Not to be a burden to the family
In our research and interviews with wealthy couples this is precisely their biggest concern as far as retirement goes. For the entrepreneur, there is no retirement but planning for the…
Read MoreThe Challenges of Wealth
We have just completely an incredible set of interviews for our research on the challenges of wealth. We interviewed millionaires who are among the mass-affluent or “Millionaire Next Door” as…
Read MoreCooperation among your advisors
Cooperation among all your advisors is critical to the success of making your wealth endure now and after you’re gone. This cooperation is best served by a leader you trust…
Read MoreYour nest egg isn't necessarily safe from bill collectors
In today’s economy, many are struggling and have to field calls from bill collectors. Even if you have good credit, however, your nest egg isn’t necessarily safe. I thought that…
Read MoreThe best laid plans can go awry
As a specialist in family wealth challenges which encompasses estate planning, I am often surprised at the initial response of clients to my question as to whether they have an…
Read MoreDon't be "tricked" in your estate planning get a "treat" instead
As an estate planner in Alpharetta GA, I am often asked about do-it yourself estate planning “kits” or DIY estate planning web sites. My biggest fear when clients come to…
Read More