Managing Inheritance

The Power of Influence: How Parents and Grandparents Shape Financial Legacies

Contributed by Alexandra H. Ollinger, CFP®
August 1, 2017

Multi-Generational Financial Education: Aligning Inheritances to Family Values

Contributed by Alexandra H. Ollinger, CFP® and David J. Bross, JD
August 29, 2016

Preserving the Family Vacation Home: Three Ways to Keep the Family Vacation Home in the Family

Contributed by David J. Bross, JD and Nate Johnson, CFP®
June 23, 2016

How to Preserve Family Wealth: Better Conversations and Flexible Estate Plans

Contributed by Thomas E. Bentley, CFP®, CTFA and Alexandra H. Ollinger, CFP®
February 2, 2016

Instilling Financial Literacy in Young People

Contributed by Truepoint Wealth Counsel
July 11, 2013

Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.