Tom is an estate planning specialist focused on helping clients understand and embrace estate planning strategies, while Alexandra is a wealth advisor specializing in working with multi-generational family clients. In this Viewpoint, they collaborate to discuss the guiding principles of successful wealth preservation. “Shirtsleeves to shirtsleeves in three generations.” This old saying
Many families struggle to organize their financial matters. Even more fail to effectively prepare their estate, and more importantly, their loved ones, for the unexpected. In this Viewpoint, Courtney Weber and Tom Bentley discuss strategies for getting organized and effectively communicating estate plans. Simple mention of the words “estate planning” can
After nearly two years of campaigning, voters have officially elected Senator Barack Obama to be the 44th President of the United States. Regardless of your political affiliation, we can all celebrate the fact that the television commercials, radio announcements and constant “robocalls” have come to an end…..that is, at least
The commentary offered is general in nature. It is not intended to be complete or used as a primary basis for financial decisions.