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(by Kemper B. at TWC) Here at The Wealth Conservancy, we focus primarily on wealth coaching for inheritors, as well as wealth management for heirs. However, we do like to throw in the periodic blog post about everyday items that can be useful to all TWC Blog readers. Today’s topic is how a useful little […]

Perpetual trusts, also known as “dynasty trusts,” seem to be all the rage. These trusts are designed to last multiple generations and avoid the Rule Against Perpetuities (RAP). You might ask why they are bad ideas. We’ll give you some examples, and the reasons will become self-evident. There are many reasons these trusts are becoming […]

When asked what The Wealth Conservancy is all about, our reply is that we guide our clients to navigate the trauma of inheritance. I bristle when someone responds with, “I wish I had that problem!” though I can understand where they’re coming from. Most of us see the advent of an inheritance as a solution […]

In this two-part blog post series, we first went over the big picture items that leafplanner has to offer for estate organization, and in this part, we will detail the importance of your leafplan in the day-to-day aspects of life. If you missed last week’s blog and are unfamiliar with TWC’s newest partner, leafplanner, you […]

If you have dealt first-hand with having to organize a messy estate binder and want to make your own plan more accessible, going electronic might be your answer. With more of the world switching from physical hardcopies to a more digital environment, you may find it easier to switch your estate binder to a digital […]

Click here to listen to the “Market Musing” for October 18th, 2024. The views expressed in this podcast are those of TWC’s investment strategist, Steve Henningsen, and should not be construed as investment advice or as a recommendation for a particular strategy or investment. Individuals should consult with their advisor regarding specific advice and the applicability of […]