The Generational Shift of Planned and Unplanned Giving

For some people, thinking ahead about estate planning has little to do with their family and more to do with impact they intend to leave behind. When it comes to deciding what should happen with your life savings or your other assets, older individuals without grandchildren, stepchildren or children are facing a complex array of […]

The Self-Made Can Make It Again

When I talk to clients about the best way to leave assets for the next generation, I try to impress upon then the idea that inherited money feels different than money that is earned. It’s like Monopoly money, which is to say that it seems that it exists for play. Perhaps that’s the reason why […]