Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

It's Not About the Tax, It's About Liquidity

POSTED ON June 18th - POSTED IN estate planning, liquidity

By Bill Beynon - The US Federal Estate Tax has changed many times over the last 25 years.  Today, each individual can transfer $11.58 million tax free at death.  A married couple can pass $23.16 million.  The latest[…]

Wealth is Complicated

POSTED ON May 8th - POSTED IN estate planning

By Bill Beynon - Wealth is complicated.  Largely because every family is different, but at the same time, the similarities I have found in unrelated families, have always amazed me.   The stories repeat...only the[…]

Silver Linings

POSTED ON April 9th - POSTED IN estate planning, CARES Act, GRAT

By Bill Beynon - I have always viewed myself as a positive person.  In my life, I have chosen to see opportunities in times of struggle.   Years ago, I participated in an executive coaching program.  In one of our[…]

Set It and Forget It...Think Again

POSTED ON March 12th - POSTED IN estate planning, law changes, SECURE Act

By Bill Beynon - Nothing is permanent but change. - Heraclitus There are few things in life that are certain.  However, when it comes to estate planning, two things that are certain are taxes and change.  In my[…]

Welcome to Wisdom in Wealth

POSTED ON February 13th - POSTED IN estate planning

By Bill Beynon - Our family and life experiences play a major part in our view of planning and risk.  Each family’s ethos is formed over years of experiences.  Though all families share similarities and differences,[…]

William Beynon
President & CEO

Author of Wisdom in Wealth

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