Coordinate Estate Plans and Wealth Management Strategies

Some things work together separately but are enhanced when merged. Take music and lyrics. You might enjoy listening to just the music of a piece. You could also read the lyrics like a poem. Separately, they work. But together?  Beautiful music! Estate planning and wealth management are similar. They serve separate purposes. However, if coordinated, estate planning and wealth management may bring about a better Read More

Training the Next Generation Through a Family Limited Partnership

Dave and Eleanor Watson headed up a family of four children, nine grandchildren, and two great grandchildren. Their success in life had enabled them to amass a modest fortune that they hoped would benefit their family for future generations. They established a family limited partnership to manage their wealth. Dave and Eleanor also hoped their family limited partnership would help train the next generation in Read More