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Why Your Family Needs a Mission Statement
Michael Schroer Michael Schroer

Why Your Family Needs a Mission Statement

You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that your wealth and your relationships stay intact for generations. Read more...

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The White Elephant Gift Nobody Wants: Family Conflict
Michael Schroer Michael Schroer

The White Elephant Gift Nobody Wants: Family Conflict

Think your family's White Elephant gift exchange gets competitive? Wait until there's no estate plan and they're fighting over Dad's classic car instead of a singing fish. Learn why your legacy shouldn't be left to chance (or family politics)...

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