Investor Education: Family Governance – Know Your Why

By Dr. Richard Orlando What is the technology you are using to make the most important family wealth decisions that impact your legacy? This is the second part in the series on legacy planning. During the first part of the series, I defined what legacy planning is and what it is not and what I shared was that legacy planning …

Investor Education: Restricting Your Children’s Access to Trust Income

By Wayne Cooper Today we are going to discuss restricting your children’s access to trust income. Trust income is generally the income earned by the trust in the form of interest and dividends. Parents today are concerned the large inheritance will not empower their children to succeed but instead could enable their children to sit back and do nothing other …