Capturing Your Family Legacy — The Stuart Family
Michael’s personal journey helped shape his thoughts on protecting family legacy. That's why he is diligent about capturing family stories through audio and video recordings like this one.
Talking with the Purposeful Planning Institute
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.
Creating Legacies of Significance via The Thought Board
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.
Prince’s Estate Could Have Benefitted from Proper Planning
Don't make the same mistake so many celebrities, like Prince, have made. Micahmedia at en.wikipedia [CC BY-SA 3.0 or GFDL], via Wikimedia [...]
With the New Tax Law, Do I Still Have to Plan?
By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]