Posts by Edelen McWilliams
Sharing the Family Vacation Home
By Patricia M. Angus – Originally published in WealthManagement.com July 2015 Five tips for making frolicking more likely than fighting. Ahh, summer. A time to get away to the family vacation home, kick back, bask in the sun and gather with friends and family in an age-old ritual. Some families have been doing it for…
Read MoreFamily Governance: A Primer for Philanthropic Families
By Patricia M. Angus – Originally published on NCFP Passages in 2004. Families who engage in philanthropy together have a unique opportunity to make a positive impact on the world and to share an experience that can enrich their lives beyond measure. At the same time, many families find that managing the work that must…
Read MoreTen Facts Every Trust Beneficiary Should Know
By Patricia M. Angus – Originally published in Private Wealth Management in 2003. After years of working with families to establish trusts, and with individual trust beneficiaries, it has become clear to me that there is a need for better understanding by the persons creating trusts and, more importantly, by beneficiaries, about what a trust…
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