by Francine Ward Fear and Money. Talk of Family Wealth Studies show that the largest contributing factor to generational wealth being lost is Fear. Fear and talk of money about family wealth create problems for Learn more
by Francine Ward Fears When Talking about Money Studies have shown (https://www.thewilliamsgroup.org/our-history) that the largest contributing factors to the depletion of family wealth are lack of trust, lack of communication, and lack of preparation (https://www.thewilliamsgroup.org/about-us). Learn more
by Francine Ward Fears When Talking about Money Studies have shown (https://www.thewilliamsgroup.org/our-history) that the largest contributing factors to the depletion of family wealth are lack of trust, lack of communication, and lack of preparation (https://www.thewilliamsgroup.org/about-us). Learn more
Britney Spears is in the news again! This time she has her posse chanting #FreeBritney all over social media. What is this movement all about? And why should average Americans care? Read article here By Learn more
Contemplating forming a Non Profit organization or a Non Profit foundation? Considering qualifying as a 501(c)3 charity? 501 (c)4? 501(c)5? 501(c)6? 501(c)7? Other 501(c)? Not sure about the requirements? Let’s explore a few steps you need to take Learn more
Absolutely! And Here’s Why You Should Update Your Estate Plan. It’s not realistic to think that a document you created years ago is still valid, especially in light of your life changes and changes in Learn more
By Francine D. Ward, Monty White LLP | 760.636.0066 | Email Many of you have been hunkered down at home for over a year. Now it’s summer of 2021 and you are ready for that long-awaited Learn more
By Francine D. Ward, Monty White LLP | 760.636.0066 | Email When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) to choose one person to Learn more
By Francine D. Ward, Monty White LLP | 760.636.0066 | Email Your 3-Step Guide to Creating an Informed Estate Plan Do you have an adult child that you are concerned about? Maybe they struggle with an Learn more
By Francine D. Ward | 760.636.0066 | Email An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to be confused with a power of Learn more