Personal Finance Advice and Commentary

Monday, May 04, 2015 11:47 am
By Judy Martel ·

The question of how much to leave to heirs is a sticky one for wealthy parents.

Monday, August 04, 2014 6:05 am
By Judy Martel ·

For the rich and philanthropic, it can be a challenge to bypass potential family heirs.

Wednesday, June 25, 2014 6:05 am
By Judy Martel ·

A hefty cash cushion can throw family dynamics off-kilter.

Wednesday, March 05, 2014 6:05 am
By Judy Martel ·

We often unknowingly follow a script when it comes to finances, so ensure yours is solid.

Monday, August 12, 2013 6:00 am
By Judy Martel ·

The wealthy are keeping money in the family, but at arm’s length.

Wednesday, July 10, 2013 6:00 am
By Judy Martel ·

The British royal family is boosting the economy by doing what comes naturally.

Wednesday, November 28, 2012 6:05 am
By Jeff Fruhwirth ·

Here are seven ways to cut the cost of holiday gifts.

Sunday, August 19, 2012 6:00 am
By Judy Martel ·

Creating a philanthropic family legacy begins with educating your kids.

Monday, July 23, 2012 10:00 am
By Crissinda Ponder ·

Happy Monday! Learn how to fight off zombies and prevent wildfires, today on

Sunday, March 11, 2012 12:57 pm
By Judy Martel ·

When it comes to passing down an inheritance, most families think of money and tangible assets. But there’s another legacy that’s even more important to the preservation of families –the noneconomic one.

Typically, it’s not until after the financial paperwork, such as wills, trusts and family business agreements, is in place that families begin thinking about how they want their heritage, or identity, to be communicated to subsequent generations. But planning for this type of legacy can and should begin even earlier, giving multiple generations the opportunity to work together on the family story.

“More and more, families are recognizing the importance of family heritage,” says Susan Dsurney, family wealth adviser and CPA at GenSpring Family Offices.

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