Estate/Wealth Planning
The below resources cover a wide spectrum of aspects and things to consider in both estate planning and wealth preservation.
Mental Health and Estate Planning
In Tax We Trust: Implications of growing societal and client trends
Tamarind Learning Podcast: The Beneficiary Primer
Tamarind Learning Podcast: The Trustee Primer
Weddings, Engagements and Prenups
Are You Wealthy?
21st Century Trustees
Are You “Wealthy”?
After the Plan: Guiding personal trustees: the challenge and some ways to address this
Hearing Women’s Voices in Wealth Planning
What Do Women Really Want? Estate Planning Tailored to Women’s Needs
Estate and Wealth Planning for Family Enterprises: Reality – not myth – As the Proper Starting Point
Beyond the Traditional Estate Planning ‘Choices’
Should Parents Tell Their Adult Children What’s in their Estate-Planning Documents? Yes.
‘Tis the Season: Year-end planning that doesn’t lead your clients down the road to conflict
Got Love? Getting to the “heart” of it
Ten Facts Every Trust Beneficiary Should Know
Mental Health and Estate Planning
Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion of how mental illness may impact the estate planning process. Click…
In Tax We Trust: Implications of growing societal and client trends
By Patricia M. Angus – Originally published on WealthManagement.com on February 13, 2022 Most private wealth advisors (including trusts and estates lawyers, accountants and investment…
Tamarind Learning Podcast: The Beneficiary Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University…
Tamarind Learning Podcast: The Trustee Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University…
Weddings, Engagements and Prenups
Help clients address the “what ifs” before the “I dos.” By Marvin Blum – Originally published on Trusts and Estates in February 2018. Tying the…
Are You Wealthy?
Wealth of Wisdom Podcast, Episode 21, 2018 In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating…
21st Century Trustees
By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea…
Are You “Wealthy”?
By Patricia M. Angus – Originally published on WealthManagement.com June 2016 Recently, I took a taxi to the airport after leaving a conference focused on…
After the Plan: Guiding personal trustees: the challenge and some ways to address this
By Patricia M. Angus – Originally published on Wealth Management.com in May 2016. Many years ago, when I was a young lawyer, a new client,…
Hearing Women’s Voices in Wealth Planning
Bringing everyone to the table. By Patricia M. Angus – Originally published on Wealth Management.com in October 2015. Earlier this week, I spoke at a…
What Do Women Really Want? Estate Planning Tailored to Women’s Needs
By Patricia M. Angus – Originally published in Private Wealth Management in 2004 Sigmund Freud, who figured out a great deal about the human psyche,…
Estate and Wealth Planning for Family Enterprises: Reality – not myth – As the Proper Starting Point
By Patricia M. Angus – Originally published on FFI on April 15, 2015. The 2015 FFI Global Conference theme of “myths and realities” provides an…
Beyond the Traditional Estate Planning ‘Choices’
Expanding the options. By Patricia M. Angus – Originally published on Wealth Management.com in March 2015. Estate planners often advise clients that there are only…
Should Parents Tell Their Adult Children What’s in their Estate-Planning Documents? Yes.
By Patricia M. Angus – Originally published on Wealth Management.com in February 2015. In general, transparency is the best approach. In general, I believe transparency…
‘Tis the Season: Year-end planning that doesn’t lead your clients down the road to conflict
By Patricia M. Angus – Originally published on Wealth Management.com in December 2014. Year-end planning that doesn’t lead your clients down the road to conflict….
Got Love? Getting to the “heart” of it
By Patricia M. Angus – Originally published on Wealth Management.com in February 2014. Valentine’s Day is always a bright spot in the midst of a…
Ten 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…