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By Ellen Uzelac |
May 24, 2012
Never heard of heritage planning? You will, if advisor Cam Thornton has his way.
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By Cameron Thornton, The GenUS Collaborative |
May 1, 2012
During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
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By Olivia Mellan |
October 1, 2010
As I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
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By Robert Scott Martin |
January 1, 2009
More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
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By Olivia Mellan |
December 1, 2008
A family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
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By Olivia Mellan |
November 1, 2008
The only people who are certain that inheriting wealth will solve their problems, I suspect, are those who have never been wealthy. Quite often, a...
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By Mark Francis Cohen |
October 1, 2007
Last year, Warren Buffett's granddaughter, Nicole Buffett, made a baffling admission. The young woman in the green turtleneck sweater and long silver earrings sat on...
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By David Port |
August 1, 2007
Here's a brainteaser: What's the point to an advisor recommending a charitable giving maneuver to a client when executing that maneuver ultimately will reduce the...
