Wisdom in Wealth

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

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,[…]