Forward Thinking
Insights for family financial success
Beneficiary Designations, a Quick Primer
One of the most effective and simplest things to do during annual estate planning is to verify and validate the Beneficiary Designation for financial accounts....
Families Can Help Each Other Financially
The WSJ had a recent article by Laura Saunders titled How Families Can Beat 7% Mortgage Rates and Lower Their Tax Bills. The subtitle is “Having relatives who...
Everyday Millionaires Hiding in Plain Sight
NPR’s Planet Money recently published an article with the hook “The Powerful Millionaires Hiding in Plain Sight” and titled Attack of the Tax Ninjas. I am not...
Multiple Ways We Can Gift to the Next Generation
The WSJ had an article this week titled You Can Give Your Child More Tax-Free Money Than You Think by Peter Coy. Given that Mom and Dad and Grandma and Grandpa...
The Great Probate
While everyone has been getting excited about what the Great Wealth Transfer will do for our families, our institutions, and our economy, I find myself...
How Much Help Does the Next Generation Need?
The fundamental economics for the Next Generation are dramatically different than what was true at the same age for Mom and Dad and/or Grandma and Grandpa. For...
Transitioning the Family Business - Part 2
Another FAMbassador sent me the McKinsey article by Ken Yearwood “A generational shift in business ownership is underway” which quickly gets to the point:...
Why We Bought Homes for Our Kids
Continuing on the trend we’ve recently highlighted, our friends at The Playbook by Morning Brew published a Judy Dutton article “We bought homes for both our...
The WSJ on the Great Wealth Transfer
In the best possible way, many people shared the recent WSJ article The Great $110 Trillion Wealth Transfer Won’t Happen Any Time Soon by Rachel Louise Ensign...
Mom and Dad Are Living Longer while Staying in their Homes
I came across a NY Times article by Samuel Moyn titled Older Americans Are Hoarding America’s Potential which has some good data but I fear mislabeled the...
Great Wealth Transfer's Impact on Corporate America
Fortune recently published an article “How the Great Wealth Transfer could quietly disrupt corporate America’s leadership pipeline” which has an interesting...
Women and the Great Wealth Transfer
Broadly speaking, we’ve been talking about Mom and Dad and Grandma and Grandpa when discussing the Great Wealth Transfer. And that makes sense, it’s a...
Leveraging Inheritance for Home Ownership
The WSJ recently had an article titled “In California, About the Only Way to Get a House Is to Inherit One” which doesn’t bury the lede (obviously). For those...
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