Tag: Family legacy

Adaptive Estates

I attended another wake recently. In our business, it goes with the territory, and we have lost many dear clients over the years. You get used to seeing people going through the early grieving process. You know what they’ll be going through in the weeks, months and years ahead, but very often they don’t. Sometimes it’s OK and sometimes it’s pretty awful.

Top 5 Family Legacy Pitfalls

Ed Coyle, the founder of our firm who passed away recently, liked to say that legendary Chicago mayor Richard J. Daley failed the city by never leaving a successor. Ed liked to share that story when he was helping clients with estate planning, and today I want to cover five common pitfalls of family legacy planning.

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A Comprehensive Guide To Safeguarding Your Financial and Family Wealth.

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