Directed Trusts: What Are They and Do You Need One?
January 24, 2024
The Corporate Transparency Act: How Does this Law Affect You?
January 24, 2024
SECURE Act - Current Development Update
August 14, 2023
When Should An Elderly Person Stop Driving?
December 1, 2022
Should You Give Your Trustees A Test Run First?
December 1, 2021
Now What? Congress Considers Another Revamp of Estate and Gift Taxes
April 19, 2021
Art, Philanthropy In An Age Of Turmoil
February 5, 2021
Art and Philanthropy in the Age of Pandemics and Social Change
October 1, 2020
Wealth and Aging in a Pandemic
May 13, 2020
Federal Tax Deadlines Extended During COVID-19
April 27, 2020
Estate Planning In The Age Of Coronavirus
April 3, 2020
The SECURE Act of 2019: Does Your Estate Plan Need Updating?
March 2, 2020
With Ambiguity Resolved It May Be Time To Take Action
February 10, 2020
The Wealth Holder's Dilemma: To Help Or Not Help Children Financially
February 4, 2020
Year-End Charitable Contributions: To Give Or Not To Give
December 23, 2019
Freedom From Wealth And Aging - The Importance Of Setting Priorities
June 1, 2019
Why We All Need A Mission
January 29, 2019
Why We Need Effective Wealth Inheritors
October 22, 2018
Read All About It: The Wise Inheritor’s Guide To Freedom From Wealth
September 18, 2018
A Summary of Tax Reform Changes Affecting Estate and Gift Taxes
August 1, 2018
A Wealth Inheritor’s Tragedy
May 8, 2018
Lessons of Growing Up Without Great Wealth
April 2, 2018
Active vs. Passive Investing: The Virtues of Active Management
March 19, 2018
What the New Tax Law Means for Families of Significant Wealth
January 1, 2018
Wealth Inheritors In The Age Of Anxiety
December 1, 2017
Who Will Be The Champion Of The Wealth Inheritor?
June 6, 2017
Parents, Trustees And Complex Questions
April 7, 2017
The Trump Effect - How Do We Hedge our Estate Planning Bets in this Unstable Tax Environment?
March 1, 2017
An Open Letter to Warren Buffett About Wells Fargo
October 17, 2016
The FLP Valuation Discounts and What It Means for You (The Claws Come Back Out)
August 31, 2016
Brexit: Keep Calm and Carry On
June 27, 2016
Lessons in Charitable LLCs: Is it Really a Sea Change?
June 17, 2016
Forget All The Misdeeds – Just Trust Us
May 20, 2016
On Privacy And The “Panama Papers”
April 6, 2016
Bridging The Generation Gap: What is the Wealth For?
February 25, 2016
Zuckerberg Example: Demonstrating What The Wealth Is For
December 17, 2015
Why Investors Are Concerned
July 23, 2015
Second Quarter 2015 Market Review
July 15, 2015
The Export-Import Bank: Why it Still Matters
June 28, 2015
Will Consumers Spend the Oil Dividend?
June 19, 2015
Why Fairness Trumps Equality In Sharing The Family Wealth
March 20, 2015
What Can’t Money Buy?
January 16, 2015
What Will 2015 Bring: Three Economic Scenarios to Consider
January 13, 2015
Mobility and Freedom From Wealth
December 18, 2014
A Surprising Period of Unwavering Confidence
September 16, 2014
What Does It Take To Get Rich?
June 23, 2014
Market Tranquility and Geopolitical Risks in 2014
May 2, 2014
The Joy of Collecting
April 30, 2014
Five Priceless Pieces of Wisdom
April 8, 2014
Conventional Wisdom and Interest Rates
April 5, 2014
A $3 Billion Mistake
March 26, 2014
Freedom From Wealth: The Family Farm and the Modern Global Family
September 1, 2013
Reg Reform Won't Bring Clients Back to Public Markets
July 6, 2013
Perspectives on Family Governance with Lowenhaupt Global Advisors
January 1, 2013
Limiting Freedom From Wealth: The Impact of New SEC Rules on Families and Single-Family Offices in the United States
July 1, 2011