By Guest Blogger on Posted in Estate Planning,Life Cycle Estate and Financial Planning,Trust AdministrationI 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
By Guest Blogger on Posted in Income Tax Planning,Life Cycle Estate and Financial PlanningThe expense of college for children and grandchildren is a troubling issue for almost all of my clients. I think this is because at an instinctual level, long before crunching any numbers, clients know what the charts below show: college costs have gone truly exponential in the last one and a half generations, far outstripping… Continue Reading
