-
Part of the fun of the Wealth Actually podcast is to delve into topics around wealth management and better ways to help families understand the intersection between wealth and the fulfillment of goals and ideals. I also get to
-
First, let me get some initial caveats out of the way. This is a good and challenging book. It’s thought-provoking and uncomfortable. Rare is the document that establishes a “new” world view that is crafted,
August 21, 2020 •
Blog, Common Sense Economics, Common Sense Policy, Dangerously Uninformed Commentary, Finance & Economics, Financial Essentials, Foreign Affairs (of the non-romantic variety . . .), Politics & Policy, Psychology, Worth Reading and Watching • Views: 2088
-
As summer is starting to wane (before it ever really got going!), I took the time to try to look around the corners of wealth management for clients with BILL SWEET. We discussed today’s estate planning environment and the
-
In the age of COVID-19, there has been a renewed focus on Health Care Directives. The communicability and finality of the disease have opened up all sorts of fears and uncertainty for many people- especially among the elderly. To
-
Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies and law firms identify the risks in their practices and insure them against liability. She has over 37 years of
-
Estate Plans: The Sticking Point The discussion around estate plans is rarely easy- especially with parents and grandparents. Dealing with one’s mortality , potentially different treatment of beneficiaries, emotional baggage
-
In this episode of “Wealth, Actually”, we get to dive into the comic-book industry with Gevian Dargan. Gevian is about to launch his comic imprint, Animated Concepts, which is focusing on getting some of the great
-
The James Bonds I did a fun interview with Jason Cilo on the Full Cast and Crew Podcast. The topic: On Her Majesty’s Secret Service. We covered a bunch of ground on the merits of OHMSS and the amazing story on the rise and
June 30, 2020 •
Blog • Views: 1060
-
This is the best time I have ever seen for generational estate planning Interest Rates are at generational lows which provides extra leverage an flexibility in moving assets out of an estate Valuations for assets are low due to
-
As businesses and business owners struggle COVID-19; impact on operations going forward, I thought it would be useful to revisit the issue of asset protection for wealthy families. Liability is around every corner and the best
-
If it feels like you have watched all of everything on Netflix and Amazon . . . you’re probably right! The “CORONAVIRUS ENTERTAINMENT LIST” got so big that I put together Part 2. I’ll add to, organize and
-
With the tensions brought on by the confinement, new roles and financial pressures of the Coronavirus, I thought it would be good to take a new look at one of the greatest threats to wealth . . . Divorce. High-end family law
May 25, 2020 •
Blog, Common Sense Economics, Dangerously Uninformed Commentary, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 1202
-
https://mehlmancastagnetti.com/wp-content/uploads/After-COVID-Mehlman-Q2-2020.pdf The political consulting firm, Mehlman Castagnetti, put together an interesting presentation on what a post-COVID world is going to look like.
-
The COVID-19 phenomenon has created worldwide economic upheaval and problems for many business owners. One area where the coronavirus has created opportunity is in the field of estate planning. I was able to speak with AARON
-
What if the 2020 election was delayed or cancelled? Haven and I take on this scary, and not-out-of-the-question, possibility . . . The mechanics of a delay or a cancellation are complicated. Here are three good articles for
