Hannah Boundy, CFA®, CFP®
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
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Hannah Boundy, CFA®, CFP®
- Jun 6, 2022
- 1 min
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
21 views
Hannah Boundy, CFA®, CFP®
- Nov 12, 2021
- 4 min
The Family Meeting: How to Have the Hard Conversations About Your Estate with Your Heirs
Here are five tips to make a family meeting over your legacy plans go smoothly and even meaningfully.
81 views
Michael Davis, CPA
- Oct 13, 2021
- 3 min
Estate 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.
86 views
Matthew Davis, CFP®
- Sep 7, 2021
- 3 min
Should you give your kids an early inheritance?
Giving an early inheritance to your children and grandchildren allows you to watch your heirs enjoy your gift while you are alive.
100 views
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