Wealth can represent such hard assets as stocks, bonds, cash, real estate, businesses, art, cultural treasures, jewellery, inheritances and trusts. We are privileged to live in a country that equally values such assets as integrity, a moral compass, education, diligence, trust, leadership, … [Read more...]
How Best To Prepare The Recipients For A Legacy Gift?”
Traditional estate planning concentrated for a long time upon hard assets: the money; whereas its originators now embrace a more effective approach driven by some of life’s most treasured assets: values & relationships. Tax planning, legal and accounting advice often drove the process, … [Read more...]