Estate/Wealth Planning

The below resources cover a wide spectrum of aspects and things to consider in both estate planning and wealth preservation.

Resource Topics

Everything Everywhere All at Once?
Family Enterprises in 2024

By Patricia M. Angus – Originally published in Trusts & Estates, January 2024 The  2023  Academy Awards ceremony was quite a sweep for the film Everything Everywhere All at Once,1 which conventions, including genre, casting, plot and the time-space continuum. Looking…

Read More about Everything Everywhere All at Once? Family Enterprises in 2024

Trust Ownership of Family Businesses:
Planning for the Future

By Patricia M. Angus – Originally published in Trusts & Estates, February 2024 The scenario is all too common. The founders (or non-founding owners) of a family business realize it’s time to do some estate planning. Their email inboxes have been…

Read More about Trust Ownership of Family Businesses: Planning for the Future

Mental Health and Estate Planning

Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion about estate planning with mental health and addiction issues in mind. Patricia outlines the first steps that families need to take before starting their estate plans.…

Read More about Mental Health and Estate Planning

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 advisors) assume that a primary goal of their work is to reduce their clients’ taxes…

Read More about In Tax We Trust: Implications of growing societal and client trends

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 discusses her book, The Beneficiary Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind…

Read More about Tamarind Learning Podcast: The Beneficiary Primer

Primer on Family Trust Beneficiaries:
Things to Consider

In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts, which serves as a resource for beneficiaries, trustees, advisors, and other practitioners to navigate,…

Read More about Primer on Family Trust Beneficiaries: Things to Consider

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 discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.

Read More about Tamarind Learning Podcast: The Trustee Primer

Carter Center Legacy Circle: Your Values and Your Legacy

Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values, we can come to know ourselves better, and we can be intentional about sharing the…

Read More about Carter Center Legacy Circle: Your Values and Your Legacy

Dream it up, Pass it down: A Guide to Legacy Giving at 92Y

Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December 11, 2019, at the 92nd Street Y.

Read More about Dream it up, Pass it down: A Guide to Legacy Giving at 92Y

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 knot. Settling down. Getting hitched. Taking the plunge. Regardless of what you call it, getting…

Read More about Weddings, Engagements and Prenups

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 story about a conversation she had with a cab driver about wealth and life and…

Read More about Are You Wealthy?

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 and makes it into a service or product that people will want even need, for…

Read More about 21st Century Trustees

Are You “Wealthy”?
Questions for the Industry and Our Clients

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 the challenges and opportunities of families with “great wealth” — that is, families with extraordinary…

Read More about Are You “Wealthy”? Questions for the Industry and Our Clients

After the Plan: Guiding Personal Trustees

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, “Tom,” entered our offices. He was quite concerned—his friend, “Sam,” had appointed him as trustee…

Read More about After the Plan: Guiding Personal Trustees

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 conference on Private Wealth Management in Latin America. While that region may not be known…

Read More about Hearing Women’s Voices in Wealth Planning

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, was unable to answer one key question: “What do women really want?” A century later,…

Read More about 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

By Patricia M. Angus – Originally published on FFI on April 15, 2015. The 2015 FFI Global Conference theme of “myths and realities” provides an excellent opportunity to focus attention on how best to advise family enterprises for the long-term…

Read More about Estate and Wealth Planning for Family Enterprises: Reality – Not Myth – as the Proper Starting Point

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 three places where you can leave your assets at death: family, taxes and charity. It…

Read More about Beyond the Traditional Estate Planning ‘Choices’

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 is the best approach to estate planning when a client has adult children. Of course,…

Read More about 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

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. Last month, I wrote about family business feuds and how they could be prevented more…

Read More about ‘Tis the Season: Year-end planning that doesn’t lead your clients down the road to conflict

Everything Everywhere All at Once?
Family Enterprises in 2024

By Patricia M. Angus – Originally published in Trusts & Estates, January 2024 The  2023  Academy Awards ceremony was quite a sweep for the film Everything…

Read More

Trust Ownership of Family Businesses:
Planning for the Future

By Patricia M. Angus – Originally published in Trusts & Estates, February 2024 The scenario is all too common. The founders (or non-founding owners) of a…

Read More

Mental Health and Estate Planning

Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion about estate planning with mental health and addiction issues in mind….

Read More

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…

Read More

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…

Read More

Primer on Family Trust Beneficiaries:
Things to Consider

In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family…

Read More
The Trustee Primer: A Guide for Personal Trustees

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 discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.

Read More

Carter Center Legacy Circle: Your Values and Your Legacy

Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values,…

Read More

Dream it up, Pass it down: A Guide to Legacy Giving at 92Y

Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December…

Read More

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…

Read More

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…

Read More

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…

Read More

Are You “Wealthy”?
Questions for the Industry and Our Clients

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…

Read More

After the Plan: Guiding Personal Trustees

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,…

Read More

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…

Read More

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,…

Read More

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…

Read More

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…

Read More

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…

Read More

‘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….

Read More