FAMILY MISSION STATEMENTS: WHAT ESTATE ADVISORS NEED TO KNOW
Published in Estate Planning magazine March 2008
With the eldest baby boomers reaching age 62 in 2008, private wealth managers are worrying…
FAMILY PAYROLLS: EVERYTHING FROM SENSIBLE TO WHACKY
Family payrolls range from sensible to downright whacky. Here’s my take on compensation in business families.
“Sweat equity” entitles a relative…
FAMILY REMODELING
Genealogy rewinds: Who were your ancestors? Where did they come from? What were they like five, six, seven generations ago?
Family building fast…
FAMILY WEALTH IN CRISIS
The turbulence in world financial markets confronts wealthy families with acute crisis management.
Some will call upon wise family organization to…
FEUDS AND FLASHPOINTS
When my great uncle, John Calhoun Bell, was county attorney in western Colorado, the local doctor challenged him to a duel. It was 1876. Friends…
FRIENDSHIPS
A recent photo of President George W. Bush and Saudi Crown Prince Abdullah attracted wide attention. President and Prince were holding hands. This…
HAPPINESS III: PURSUING JEFFERSON’S HAPPINESS TODAY
What did Thomas Jefferson mean by “the pursuit of happiness” when he penned it into the Declaration of Independence as an inalienable right? In a…
CREATIVE SETTLEMENTS IN FIDUCIARY LITIGATION
Part A – Introduction
What I will say is this:
The most creative fiduciary settlements always respect and often leverage the clients’ most…
CORRALLING THE SOFT ISSUES
Reprinted from the Journal of Practical Estate Planning, April – May 2001
Our Professional Corrals
Each of us has practice boundaries beyond…
BUSINESS WORLD HAS EVOLVED FROM MACHINE TO ORGANISM
Powerful “soft side” waves are reshaping our familiar “hard side” business world. A soft side wave crested in the middle of my professional lifetime…