What is Estate Planning?

"Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the passing of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law." - Investopedia

Books Worth Reading

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Family Wealth: Keeping It in the Family

By: Jay Hughes

James Hughes has thought deeply about these challenges, and his insights are at once practical and profound. For more than three decades, he has personally guided multiple generations of families in creating strategies to preserve their human and intellectual capital as well as their financial assets. His teachings synthesize insights from psychology, anthropology, political history, philosophy, economic theory, and the law, with examples ranging from Aristotle to cutting-edge social science theory. 

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Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

James L. Cunningham Jr. 

Too many people make the wrong choices when it comes to estate planning. If it’s not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others’ mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy.

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A Wealth of Possibilities: Navigating Family, Money, and Legacy

By: Ellen Miley Perry

What separates financially successful, multigenerational families who flourish from those who languish? With professional knowledge, informed reflection, and poignent and charming anecdotes, Ellen Perry shares her twenty-five years of experience advising more than one hundred wealthy families. A Wealth of Possibilities is a variegated road map of many accessible paths and byways for anyone seeking to improve his or her family's internal communication, cohesion, and sense of well-being. 

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