When it comes to passing down intergenerational wealth, many families tend to mistakenly narrow their focus on the logistics—how they will transfer their assets with strategies like trusts, gifts, life […]
When you think about transitioning out of your family business, what do you envision? Is it the day you hand over the keys to your successor? Or maybe it’s the […]
In 2019, Congress passed the SECURE Act, which raised the beginning age for Required Minimum Distributions (RMDs) from 70 1/2 to 72 and effectively killed the “stretch” IRA, among other […]
Whether you’re the founder or inheritor of your family’s business, you know the challenges involved with communicating across multiple generations of family members. Even if all parties generally get along, […]
by Agatha Johnson, featured in Family Business Magazine Oct 2022
4 Benefits of Delegating Management of Your Held Away Accounts with Will-Kate Do you have a 401(k)? 403(b)? HSA? Or even a 529 education savings plan or variable annuity? Do […]
Just recently, I had the sincere pleasure of being interviewed by The Prairie Family Business Association (PFBA) about lessons I learned growing up on a multigenerational family farm and how they helped […]
From their double-digit highs in the 1980s, interest rates have been on a long and steady decline, reaching historic lows the last couple of years. This has been great news […]
Is the Venerated 60/40 Portfolio Too Risky Right Now? Much has transpired over the past weeks and months that have investors potentially bracing for a recession. Not only has the […]
As we embark on 2022 and beyond, family enterprises have the opportunity to re-imagine why and how they do business. With purposeful planning, many constructive ways exist to move forward […]
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