Is a Legacy Plan only for People with Kids?
May 14, 2019 | Blog
Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.
You are Going to Die! Philanthropy 3.0 – Your New Wealth Planning Strategy
February 7, 2019 | Blog
They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning and establishing a living legacy that can be an emotional comfort for your friends, family and community upon your passing.
Transition: The Immigrant Mentality of New Found Wealth
February 26, 2018 | Blog
Earlier this week I attended a workshop hosted by Blackwood Family Enterprise Services, Geoff Badger […]