December 2024
Equal and Fair Are Not the Same When it comes to planning for children and grandchildren, fairness can be a...
December 2024
When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where some children have children of their own, while others do not. Balancing your wishes for equality with the unique circumstances of each family member requires careful thought and creative strategies. Below, we will explore some […]
C3 Financial Partners
November 2024
Sorry Kids, You Are Not Getting the Family Business Family businesses have long been romanticized as legacies handed down from...
October 2024
Have You Thought About Your “Heir Quality”? We frequently encounter clients who want to ensure that the legacy they have...
September 2024
A Gift That Gives Back? Recently, we had a conversation with a successful, self-made, now-retired client who joked his new...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process to ensure that...
July 2024
The Supreme Court Had Its Say – What Now? It is fairly rare for the Supreme Court to issue an...