News Room

Why Legacy Planning Is Important

December 11, 2018
The concept of legacy planning – a multi-generational planning approach focused on smooth wealth transitions, reduced family discord, and effective preservation of family values and leadership – is critical to preserving generational wealth. 
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How to Divide your Estate…Unevenly

June 5, 2017
The Situation
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Coping With the Death of the Death Tax

February 22, 2017
The Situation
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How to Build Generation Wealth using College 529 Plans

April 4, 2016
A family, call them the Lucks, had a problem many would envy. Having long hoped to send their two children to the best possible colleges, the Lucks had funded a pair of 529 college-saving plans to the tune of $450,000. The problem? As the kids approached [...]
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How to Protect Parents as They Age

September 5, 2015
Many of us have had the misfortune of seeing an aging parent or relative lose their capacity for making decisions. About the only thing worse is when mistakes or malfeasance add a financial tragedy to that personal one. It happens more often than most [...]
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Ice Cream, Football and End-of-Life Decisions

June 22, 2015
I recently received a newsletter from my friend Karen Gerstner, a Houston estate-planning attorney. She had read the book Being Mortal, by Atul Gawande. It deals with today’s sensitive but important end-of-life issues. She passed along some of the wisdom [...]
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Finding the Right Trust Company for You

September 26, 2014
PARTNERSINWEALTH performed an extensive review of the myriad of trust companies available to identify a few options that are best-in-class and may be just right for your unique needs. But before we get into the specifics, a refresher may be helpful.
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Is a Mess Awaiting your Heirs?

July 16, 2014
The death of a loved one brings a great deal of grief for survivors to bear, and the stress of estate transition only adds to it. Unnecessary stress results from estate transition methods that remain largely stuck in the 1980’s. How we manage and track [...]
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Growing Old Gracefully…and at Home

October 2, 2013
As we get older, we often have to deal with health and physical issues that make living independently a challenge. Yet studies show that most seniors, understandably, prefer to stay in their own homes as they age.
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“Dad Loved Us, But He Left Mom in a Mess.”

June 28, 2013
Hopefully, this will never happen to your family, but take a moment and visualize a woman sitting with her adult child at the dining room table, sifting through equally heavy parts of grief, emotion and mounds of papers and files, trying to figure out [...]
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