Family Philanthropy

Giving at All Ages—Family Philanthropy

If you’re like most people, you had a piggy bank when you were young. Your parents probably encouraged you to only break into it to buy something special. Do you remember the first thing you saved up to buy? The purpose was saving to spend. Fortunately, the piggy bank...
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une Celebrations—Making Family Celebrations Matter

June Celebrations—Making Family Celebrations Matter

June is a month for celebration! There are graduations, weddings, and anniversaries. It can be a wonderful opportunity to celebrate loved ones or create a whirlwind of activity leaving us burdened with feelings of obligation. In today’s rushed culture, how do we make...
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Your Legacy—What will live on because of you?

Your Legacy—What will live on because of you?

“You are not rich until you have something that money cannot buy…” (anonymous) What do you want to pass on to future generations? According to Roy Williams and Vic Preisser, in the book Preparing Heirs, 90% of wealth will not transfer to the third generation. If you...
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