I’m excited to be presenting to the XPX (Exit Planning Exchange) Fairfield County Chapter with Carolyn Beers on “Transitioning to Insiders: Family Business Planning and Continuity”. Join us on Friday, April 12, 7:30-9:30 in Norwalk for practical ideas for advisors and their clients. https://exitplanningexchange.com/fairfield-county/events
Read more...Advice columnist Ann Landers declared April 2 as Reconciliation Day for family and friends. Thirty years ago, a reader wrote in to the syndicated columnist and suggested that a day be set aside for family and friends to extend – and to accept – the olive branch of reconciliation on a day named Reconciliation Day. […]
Read more...In the fall of 2018, I had the good fortune to participate in Seth Godin and Alex DiPalma’s second iteration of The Podcast Fellowship. At what felt like breakneck speed, I learned how to decide on a podcast purpose, how to decide on a name, my intended audience, format, show art, and more. And then […]
Read more...Read more about Conflict Resolution Day on the Association for For Conflict Resolution website.
Read more...On September 13, 2018, I am pleased to be presenting, along with Julie Min Chayet of U.S. Trust, to the Probate and Estates Committee of the Fairfield County Bar Association in Stamford, CT. Our topic concerns a perennial challenge to attorneys: “Managing Family Dynamics in Estate Planning and Trust Administration”. The presentation has been approved […]
Read more...Pierre du Pont recently published a LinkedIn article titled “Raising Children Into Wealth: Hungry, Productive and Compassionate“. In it, Pierre shares some excellent insights and suggestions about raising children to be the kind of young people (and, eventually, even older people) who handle wealth successfully. Although common sense is a start, there is more to […]
Read more...Many generally sensible, thoughtful, careful people cannot be sensible, thoughtful, or careful about planning for the end of their own lives. Some can’t do a simple will, let alone a comprehensive estate plan. Others can face the “money” part: they can create wills, trusts, and other vehicles to preserve wealth. (We will leave for another […]
Read more...Patience. Persistence. Optimism. Commentators in the field of mediation – both academics and practitioners – often cite these as the top three qualities a mediator needs to be successful. So, how to get them? It’s both nature and nurture. Nature: we choose this path because it is a good fit for us […]
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