July 28—Creating strong communication practices within your family is an important component of legacy planning, and even more important during challenging times.
July 21—The unexpected arrival of the COVID-19 pandemic created much disruption for families and businesses alike. Now is the time to ask: What can I do to better prepare my family and our business for the next potential crisis? National Director of Family Legacy Planning Marguerite Weese discusses the importance of taking the time to equip your family with the tools they need to weather the next storm.
July 14—With today’s historically high gift and estate tax exemptions, and historically low interest rates, the use of personal trusts can be particularly beneficial in this favorable wealth planning environment.