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[…]
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.
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[…]
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.[…]
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
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[…]
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 names[…]
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[…]
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 25-year[…]
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, I[…]