Tag: estate planning
The Vanderbilt Problem: Why Wealth Rarely Lasts
You’ve probably heard the saying: “Shirtsleeves to shirtsleeves in three generations.” The phrasing changes across cultures – the British say ...
One Big, Beautiful Bill: 9 Key Provisions (+ Macro Concerns)
At the time of this writing (July 4th, right before I step away for vacation!), the Senate and House have ...
The Great Game of Generational Wealth: Your Guide to Estate Planning
In the immortal words of Benjamin Franklin, “In this world, nothing can be said to be certain, except death and ...