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…
Read MoreWith 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…
Read MoreArt 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…
Read MoreGrab 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…
Read MoreI 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…
Read MoreI 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…
Read MoreThe 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…
Read MoreIn 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…
Read MoreRunners, 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…
Read MoreWhen 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…
Read MoreTop 10 Planned Giving Challenges
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