Inheritance

Curated By:

Laura Webb

Laura Webb

Did you know?

1 in 3 Americans blow their inheritance
90%of inherited wealth disappears by the third generation

Curated Content

From Our Blog

Get Your Signed, Hardcover Sudden Money Book!

by Susan Bradley

When money changes, life changes, and when life changes, money changes. In the late 1990s, while I was still a practicing Certified Financial Planner®, I was struck by all of the stories of windfalls-gone-wrong. For some reason, when people won the lottery or received large insurance settlements or inheritances, their stories often took unfortunate turns. […]

Read More >

Uncategorized

person as bridge between cliffs

On Trust and the Unknown

by Mary Martin, PhD

Rachel Botsman, the Trust Fellow at Oxford University, defines trust as “a confident relationship to the unknown.” Botsman’s podcast, Trust Issues is newish and I highly recommend bingeing the first season to get yourself up to date. In the episode entitled, I Don’t Know with Tea Uglow, Botsman and Uglow, of Google’s Creative Lab, have a warm, […]

Read More >

Financial Transitions Planning, Major Life Events

On Transitions and Restoration Stories

by Mary Martin, PhD

There are many reasons to appreciate George Monbiot. He thinks in public, out loud, learning and altering his positions appropriately. He is a captivating storyteller, a delightful and insightful writer, and his interests and the way he bridges them are fascinating and timely. For this post, I’ll focus on his TEDSummit 2019 talk, “The new […]

Read More >

Financial Transitions Planning