Getting Family Involved in Philanthropy This video outlines the challenges involved in getting the family involved in philanthropy and why those challenges exist. Legacy Capitals June 2, 2022
3 Essential Non-Technical Planning Considerations for Big Financial Gifts This article outlines three essential, non-technical planning considerations to address when approaching a substantial transfer of wealth. Legacy Capitals September 7, 2021
Building Your Family Meeting Agenda: A Menu of Topics Without the Dollars and Cents This article provides a menu of topics to include in your family meeting agenda. Legacy Capitals August 27, 2020
Blended Families This video discusses what a blended family is and how to efficiently and seamlessly make decisions for the new family structure. Legacy Capitals April 30, 2020