Estate planning is both a practical and emotional process. Often with children and inheritance, the idea of when and how to give our money away can make us feel uneasy. It evokes various feelings and highlights our relationship with money, with our children, and with...
One of the topics that draws much interest is the subject of preparing our children to be responsible custodians of the family wealth. So, how do we ensure a smooth transition of wealth to the next generation? There are many concerns that parents and grandparents...
In virtually all families, assets will be transferred from one generation to the next. Yet when those assets carry significant monetary value, as is customary within wealthy families, inter-generational conflict can often arise and develop into a serious issue....
We all have a relationship with money whether we know it or not. This relationship determines how we think, speak and act about money. It also impacts relationships. We have all witnessed how relationships can be stressed and hurt when financial affairs are perceived...
We all have a success identity that starts forming during our upbringing. This identity will stay the same throughout our lives or will change depending upon our financial desires and experiences. It is important to recognize that this identity is associated with our...
DO YOU KNOW YOUR “MONEY PERSONALITY”? Our money personality is a blueprint for the role of money and success in our lives. It characterizes how we view money, how we go about acquiring it, holding on to it and disposing of it, as well as the impact that it has...
