June 20, 2016
trust fund baby

Don’t Create a Nasty Trust Fund Baby

The Danger of the “Trust Fund Baby” I was interviewed about the trust fund baby problem by SuccessCouncil.com after my presentation¬†at FreedomFest (2015). Success Council was interested in getting some practical advice on how to help children inherit wealth without harming themselves, their family and their community. They had a […]
June 14, 2016
Legacy IRA Act ad image

Legacy IRA Act

Using Your IRA for Charitable Gifts If it becomes law, the Legacy IRA Act will be a powerful tool for both retirement planning and charitable giving. Currently, there are only two ways to give your IRA to charity without triggering a tax. First, if you are age 70 ¬Ĺ or […]
April 25, 2016
Family Legacies

Family Legacies

When estate planning is done in such a vacuum, even if your assets set up to take care of your family over time, the result will be devoid of the heart and history that went into the construction of it. Much like the legendary Library at Alexandria which housed countless volumes of priceless information, your life has been built with the hard-earned lessons and experiences that have been instrumental in making you who you are. When your descendants know where they come from and the kind of strength that lies behind them, they are empowered to move forward in the same spirit that brought them to this point.