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02 Jun

Facebook Founders Use Estate Planning Technique for $200 Million Tax-Free Transfer

Two women having a discussion and sharing information during a business meeting. Shallow depth of field.

Sometimes the planning of the rich and famous helps us better understand what mere mortals can accomplish through proper planning. Such is the case with the recent planning of Facebook co-founders Mark Zuckerberg and Dustin Moskovitz, and CEO Sheryl Sandberg. The footnotes to Facebook’s recent public stock offering reflect that these executives apparently used a tried-and-true estate planning technique known as a Grantor Retained Annuity Trust (GRAT) to transfer upwards of $200 million free of gift and estate tax. read more

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01 Jun
31 May
26 May
03 May

How to Make a Family Meeting a Successful Part of the Estate Planning Process

family gatheringYou’ve made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you’ve finished your estate planning. But have you, really? Have you explained your planning to your family? Will they understand how your plan will work and what they may need to do if you become ill or when you die? Will they wonder why you made certain decisions? read more

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02 May

Protecting Against Financial Fraud in Charitable Giving

giving-to-charity2Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this is because lower earners understand how easily a family can slip into financial crisis through the loss of a job or medical expenses. The thought of “that could be me” makes people very sympathetic to helping others in need, and many cheerfully give their hard-earned money to try to help people. People of faith tend to be generous and faithful givers, and Americans, in general, are quick to help whenever tragedy or devastation strikes anywhere in the world. read more

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29 Apr
28 Apr
27 Apr

Are You Wasting Money? Part One: Housing, Interest, and Transportation

Money walletMost of us are guilty of wasting money in one way or another. Often we are so busy that we pay too much for convenience, and we don’t comparison shop or look for bargains. Sometimes we waste money because we just stay in the same routines–shopping at the same stores, eating at the same places, using the same services. And sometimes, especially if we don’t keep good records of how we spend our money, we may not even realize how much money we are wasting. read more

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26 Apr

Recovering Emotionally from Past Financial Errors

A shot of an asian student working on his laptop at the campusMost of us will admit to having made some financial mistakes we regret–running up credit card debt, impulse buying, or making a bad investment or business decision. While there can be significant devastation, the key is to move beyond regret into productive action. What, then, are some strategies that can restore a person’s self-confidence and avoid financial failures in the future? read more

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