Stites on Estates

Tag Archives: education costs

Design Options for Education Trusts

Posted in Estate Planning, Life Cycle Estate and Financial Planning, Trust Administration
I often work with “Wealth Creators” who have built substantial wealth themselves, most notably as founders of companies or early-stage employees at startups. I also work with “Inheritors” managing wealth built in prior generations for the benefit of descendants. Although every instance has unique aspects, in general, I find that Wealth Creators have conflicted feelings about what being… Continue Reading

Managing Volatility: Inheritance Strategies for the Lower Upper Class

Posted in Estate Planning, Life Cycle Estate and Financial Planning
This week I’ve been reading Claire Tomalin’s Jane Austen: A Life. That’s risky for me to admit, as surveys show the female/male ratio of “Janeites” runs about 25:1. Mockery from readers may be unavoidable, and even deserved. I think one of the most interesting aspects of Tomalin’s biography is how it shows the Austens and… Continue Reading