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Making the TVC A Part of Your Estate Planning Process

Donor 2

When you manage other people’s assets for a living, it helps to have a very level head, the ability to remain calm in the face of market swings and the chutzpah and sensitivity to help families deal with an often difficult topic of discussion: estate planning.

Many family businesses these days do not enjoy generational continuity, which is a polite way of saying the kids don’t want anything to do with Mom and Dad’s fantasy/folly. Ken Perine of Meritage Wealth Advisory knows this firsthand, as he faced the daunting task of disengaging from a family business that had been thriving for three generations.

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