Wisdom in Wealth

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

Expectations & Structure Lead to Better Results

POSTED ON September 18th - POSTED IN estate planning, family trust company

By Bill Beynon - In recent months, there has been much discussion around the election and potential changes to Estate, Gift and Income tax law. In recent Wisdom and Wealth editions, (Looking for Opportunity in[…]

Innovation in Change

POSTED ON August 14th - POSTED IN estate planning, SPAT

By Bill Beynon - "The true sign of intelligence is not knowledge but imagination." - Albert Einstein Obstacles are in front of us in many ways.  We can choose to halt progress or innovate and overcome obstacles.[…]

Looking for Opportunity in Change

POSTED ON July 16th - POSTED IN estate planning, election, tax reform

By Bill Beynon - “If a window of opportunity appears, don't pull down the shade.” - Tom Peters

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,[…]