Earlier this month I attended the second annual Institute for Family Governance (IFG) conference in New York City. This year’s theme was “Governance From Strategy to Execution: Integrating Consulting, Financial, & Legal Advice”. As was true last year, at the inaugural conference, I appreciated the opportunity to hear and consider a variety of perspectives on […]
Family Money Talk
Two days ago, Kiplinger published a great online article by Jennifer Anderson, “The Family Money Talk You Must Have — Your adult kids should know about your finances and what they can expect.” The article stresses how important — even if difficult — it is for parents to talk to their adult children about estate […]
