Lessons from the Tawdry Estate Battle of the Century
Though I hardly consider myself a follower of the tawdry celebrity stories that come out of Hollywood, they sometimes prove to hold valuable lessons for us all. I’ve written recently of the passing of Casey Kasem and Robin Williams, two polar opposites when it came to...
Wills? Trusts? What’s the Difference?
A Trust is Like a Box from Kimberly Hanlon on Vimeo. Estate planning can appear daunting, and even confusing. Even once you’ve overcome any mental barriers associating it with your or a loved one’s mortality and begin to think about planning in earnest, you may be...
The Greatest Wealth Transfer in History is Underway – Here’s How to Play Your Part
How much wealth will be passed on over the next fifty-some years? The Boston College Center on Wealth and Philanthropy has recently released new research revealing a remarkable transfer of wealth, potentially greater than the sum of all that transferred...