Category Archives for "Estate Planning"

Aug 19

How Will The Coming Wealth Transfer Affect Your Family?

By Christine Faulkner

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history.Because no one knows […]

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Jul 15

Protect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection Trust

By Christine Faulkner

When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman, heiress to the multi-billion-dollar Seagram’s fortune, did with hers. In the end, with her inheritance—and the power […]

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Jul 08

7 Processes to Complete With Your Parents Before They Die

By Christine Faulkner

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their life and yours.  While Daniel shared these processes in the context of the impending death […]

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