Publications
November 10, 2024
Weekly Report 27-48
“THE SINGLE BIGGEST CRISIS FACING OUR COUNTRY IS THE DECAY OF EFFECTIVE LEADERSHIP at all levels of our national life. According to Gallup pollsters, less than 30% have confidence in our institutions ranging from higher education to organized religion, and below 20% with confidence in newspapers, TV news, big business or Congress. America’s core problem... Continue
November 9, 2024
Weekly Report 24-47
FAMILY BUSINESS ADVISORY BOARDS CAN BE THE SALVATION to dynamics that can affect any family group, especially when ownership is spread across a large group of shareholders in increasingly smaller percentages. Those dynamics arise from personality conflicts, concerns about nepotism or abuse of power, as well as challenges of succession, merger or sale – especially... Continue
October 30, 2024
Weekly Report 24- 46
WORKAHOLICS – THOSE WHO ALWAYS SEEM TO HAVE UNFINISHED TASKS AND UNDER HIGH-STRESS SITUATIONS – “commonly experience fatigue, gastrointestinal problems, reduced immunity, and are more likely to suffer severe anxiety and/or depression. Studies have found that many highly accomplished people, especially professionals (doctors/ lawyers/ scientists/ entrepreneurs/ politicians) with personality traits of hard-work, high risk-taking, persistency,... Continue
October 21, 2024
Weekly Report 24-45
ESTATE TAX PLANNING REMINDER: The current exemption level before a 40% tax rate is $13.6 million per individual, until reversion to $5 million in 2026. However, congressional changes are likely which could reduce that exemption much lower. An effective protection strategy to maximize the current exemption while still available is a Spousal Lifetime Access Trust... Continue
October 14, 2024