One of the most exciting and powerful family stewardship planning tools is also one of the least understood and used. Yet, it is the one that engenders the greatest interest among affluent families––the family foundation. In the first of this two part series we will discuss the family foundation as it relates to two of [...]
People often ask us, “What makes your Master Stewardship Planning process different from all the other estate planning that we have done up to this point?” That is a fair question to ask. And the answer can be found by reviewing the four phases of our comprehensive planning process. It is not the phases themselves [...]
Let’s imagine that you wish to visit a foreign country called “Gardenia,” that is world famous for its spectacular natural wonders. Gardenia, however, is strikingly different from America in a number of ways. An example is how Gardenians greet one another. In our country a handshake is the customary greeting between strangers. In Gardenia if [...]
For conservatives this year’s Presidential election was telling by what happened. But it was also telling for those in America that our incoming President has labeled as “rich”. We have witnessed a prevailing attitude among the political party now in control that resembles the legendary Robin Hood more than it does government. Lest [...]
