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Pushing Wealth Transfer Plans Into The 21st Century

  Among affluent families, the disconnect between what their current wealth transfer planning does, and what they want their planning to do, is staggering. While 75 percent of wealthy parents say it’s important to leave an inheritance to the next generation, only...

Key Considerations for Preparing a Family Legacy Plan

  Over the next 20 years, $30 trillion dollars could be transferred from the current generation to the next, making now a critical time for advisors to discuss multigenerational planning with high net worth clients. Along with planning for the financial...

The Other Reasons For Estate Planning

  Good discussion of incentive trust planning: Many subjects that serve as substantial planning motivators aren’t found on client questionnaires and are frequently absent from planning discussions. Source: The Other Reasons For Estate Planning (Well actually, we...

Marijuana causes schizophrenia, heart attacks, and firearm prohibition

  And don’t forget it also bars you from possessing a firearm, under at least federal law. Marijuana does raise the risk of getting schizophrenia and triggers heart attacks, according to the most significant study on the drug’s effects to date....

Twelve “Star Wars” Lessons For Becoming A Financial Planning Jedi

  A truly nerdy advisor with too much time on his hands put this together. Why nothing on Star Trek TOS? In preparation for “Rogue One: A Star Wars Story,” here are 15 lessons from the film series to help you be a financial planning Jedi. Source:...

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