Wisdom in Wealth

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

What is a Trust?

POSTED ON August 31st - POSTED IN Grantor Retained Annuity Trust, beneficiary, trustee, trust

By William Beynon & John Walker - Recently John was in a financial planning session with a family where he recommended some trust and estate work. John laughed with his clients when they said, "if we trust our family why do we need a[…]

4 Planning Opportunities in Cyclical Volatility

By William Beynon & John Walker -  

End of Life Planning for Probate Estates

POSTED ON June 23rd - POSTED IN estate planning, John Walker, probate, end of life

By William Beynon & John Walker - In our last article, Incapacity, John Walker shared his personal experience of his parents needing to procure legal documents. The truth is, no matter your background or experience, it can feel[…]

Incapacity

POSTED ON May 10th - POSTED IN estate planning, incapacity, John Walker

By William Beynon & John Walker - As our company has grown over the years, we have added wonderful members to our CWA Family. Our advisors and operation team members work hard to provide exceptional service to our clients.

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[…]