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Inheritance, financial planning, investing, and philanthropic news

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
Inheritance, Podcast, Financial Planning Katherine Fox Inheritance, Podcast, Financial Planning Katherine Fox

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy

Everything you need to know about your parents (aka the grandparents) and funding higher education. This episode takes a deep dive into the information and strategies you should understand, from the tax benefits of 529s to initiating conversations about contributing to your kids' education.

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I got an inheritance - what should I do with it?

I got an inheritance - what should I do with it?

Wondering what to do with an inheritance? I break down the 6 steps every young inheritor needs to know. Learn why rushing into decisions is the biggest mistake new inheritors make, and discover the strategic moves that can help you spend, grow, and give your wealth in line with your values. 

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7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families

7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families

Essential techniques for navigating disputes and tension in ultra-high net worth (UHNW) families. In this guest post from Suzy Reidman of Given Not Earned, you’ll get practical tips for brainstorming solutions, setting expectations, and implementing a conflict resolution process to preserve family harmony during family business and inheritance discussions.

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