Billionaire Transfer Secrets

By admin | September 18, 2013 |

The Wal-Mart Walton’s are a special family who built a special company.  Their wealth transfer strategy also appears special, even questionable to many outsiders. How they have transferred billions to…

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The Five Myths of the Cost of College

By admin | September 12, 2013 |

With the costs of college skyrocketing in recent years—and no indications that this trend will reverse—many parents, even the relatively affluent, are understandably concerned about the cost of their children’s…

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Atlanta Arts Festival Returns

By admin | September 5, 2013 |

Art connoisseurs, rejoice! This month, Piedmont Park in Atlanta will host the seventh annual Atlanta Arts Festival. The Atlanta Arts Festival, ranked in 2012 in the Top 100 Fine Art…

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September North Atlanta Business Expo in Alpharetta

By admin | August 30, 2013 |

Grab your suit, your briefcase, and your business cards—the North Atlanta Business Expo is coming to Alpharetta on Sept. 16. The first annual North Atlanta Business Expo will take place…

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How does the ATRA affect estate planning?

By admin | August 23, 2013 |

I take time each day to check up on any news or bills that could affect the estate planning process. Recently, I found an article from Forbes that discusses the…

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Mistakes of the godfather

By admin | August 19, 2013 |

I don’t have HBO, and I don’t watch much TV… Watching TV is one of the sure ways to guarantee a life of meaningless existence. That isn’t the point, but…

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Can inheritance be fair?

By admin | August 16, 2013 |

The issue of inheritance – how much, when, why, and how to make it equal – all factor into whether or not inheritance will be perceived as fair. Make a…

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Estate Planning Is Dead

By admin | August 15, 2013 |

In a recent article on FoxBusiness.com, there was a well-meaning intention to communicate about shielding assets from estate taxes. Find the article here if you dare to be bored and…

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Alpharetta Mayor’s Challenge Race

By admin | August 9, 2013 |

Runners, at your mark…get set…go! To the 2013 Alpharetta Mayor’s Challenge Race, that is. For the 17th year in a row, the City of Alpharetta, Georgia, and the Rotary Club…

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Why every young adult should start estate planning

By admin | July 25, 2013 |

When packing up for college, there’s always a checklist for freshmen—things like sheets, notebooks, and class schedules. After four years, the tests have been taken, the all-nighters pulled off, and…

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Your Opportunity to Benefit

To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.