Hannah Boundy, CFA®, CFP®May 17, 20233 minGuiding the Conversation About Generational Conflicts of Interest A few talking points for guiding a meaningful conversation around generational conflicts of interest.
Hannah Boundy, CFA®, CFP®Jun 6, 20221 min2022 Family Wealth and Values Conference RecapA recap of our 2022 Family Wealth and Values Conference.
Hannah Boundy, CFA®, CFP®Nov 12, 20214 minThe Family Meeting: How to Have the Hard Conversations About Your Estate with Your HeirsHere are five tips to make a family meeting over your legacy plans go smoothly and even meaningfully.
Michael Davis, CPAOct 13, 20213 minEstate Tax versus Inheritance Tax: Who Pays and Does It Apply to You?It is essential to understand the differences between the estate tax and inheritance tax and how they might apply to you.