Michael recently sat down to speak with Daniel Slone of Legacy Arts Magazine to discuss some common misconceptions about attorneys, estate planning and more. Find out how financial and legal professionals can better address family dynamics through a new, more collaborative process.
Listen in as Michael shares strategies for Creating Legacies of Significance with the team and members of the Purposeful Planning Institute. The program discusses a different paradigm for the transfer of wealth meant to enhance family relationships.
In John's article "Creating Legacies of Significance" featured on The Thought Board, he talks legacy and why it's so important to include in your estate planning process.
By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]
Thirty years ago, when a loved one passed away, you could typically find one box that contained all their financial, legal and personal [...]
If you were not born into an affluent family or you did not marry an individual of "means", chances are that you worked [...]