The Durfee Family Council in this sketch could have been based on actual Family Councils my family has held. Its charts, tripods, business agenda, candid performance reviews, bad news delivery, weird humor, conflict resolution, and parental double teaming are very familiar to my children. It is no accident that it is about a […]
Typical estate planning focuses on avoiding the problems that arise at the point of death. Dynasty Estate Planning focuses on avoiding the problems that arise next, after avoiding probate and estate taxes. There are seven hallmarks of a Dynasty Estate Plan.
I have been a speaker at FreedomFest in Las Vegas since it began. I may not have the name recognition of some of the keynote speakers, but I am blessed to share speaking opportunities with the world’s top thinkers and doers on the topic of liberty. My focus this year is on the practical issues […]
Preventing Litigation Protecting assets requires us to assess what we are trying to protect the assets from. Some risks are greater than others, both in their likelihood and in their capacity for damage. In my experience, the single most destructive risk any family faces in protecting their assets is inter-family […]