family wealth articles

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Passing Down the Family History – Bob’s Market Observations

It’s not just transferring material wealth to our children and grandchildren that we should focus on, but our own personal histories. Read more.

It’s Not Too Late To Build A Fence When The Cows Are Out

Estate planning and asset protection are really nothing more than building and maintaining fences. A successful plan keeps the cows (assets) in and the wolves (creditors) out.