Stop Asking Children What They Want To Be When They Grow Up
We are all guilty of it—asking a young child or teenager the age-old question: What do you want to be when you grow up?
Maybe Your Children Should Not Inherit Your Legacy
Here is an idea few advisors will suggest: maybe your children should not inherit your legacy.
Like Communism, Generational Wealth Is Just A Red Herring
When we talk about “generational wealth” we do not mean wealth for wealth’s sake. Instead, what we really mean is wealth for opportunity’s sake.
Why You Should Consider Using A ‘Purpose’ Trust for Your Legacy Plan
A purpose trust is exactly what it sounds like, and it’s defining characteristic is to make sure your trust exists for a “valid” purpose.
The Single Biggest Mistake Made in Legacy Planning
The biggest mistake made by clients when it comes to estate and legacy planning is that most fail to actually implement their plan.
Your Children Are Not Your Legacy
You are your legacy, and the life you live is the legacy you will ultimately leave behind for your children.