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87 days agoFrom a financial or physical wealth perspective, there are three questions every estate plan donor must answer: How many of the resources
88 days agoGrowing up, my mom taught me a song to be sung to the tune most of us know as “Jingle Bells”: J-O-Y. J-O-Y. J-O-Y spells joy. Jesus first,
89 days agoWhoa! I had the privilege this morning of listening to a high-intensity presentation by E.G. “Jay” Link, president of Kardia, Inc., a legacy
90 days agoLast August I wrote a brief outline of what one might want to include in a Gifting Criteria Statement. As I was picking through a pile of
102 days agoI’ve touched on it before. I have no question I will be writing about it again. This, perhaps more than anything else, is what distinguishes
107 days agoBoy! Was I naive! Kind of like my thinking with respect to estate planning ten years ago, I thought writing an Investment Policy Statement
117 days agoYesterday I posted a proposed draft copy of an IPS (Investment Policy Statement) our legacy planners gave me. I said I didn’t feel comfortable
117 days agoOur legacy planners have urged us to create an Investment Policy Statement (IPS) that would enable outside onlookers (like my wife and me
121 days agoBarb Culver is offering a FREE webinar that will walk you through the layers of the Purposeful Planning Pyramid. Sign up now - space is
129 days agoI was stuck in Atlanta Sunday evening on my way back home from a conference. Monday afternoon, when I was finally able to leave, I found myself
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