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Current BW Magazine Table of Contents

September 3, 2007 BW Magazine Table of Contents

September 3, 2007 Small Biz Domestic Edition Table of Contents






AUGUST/SEPTEMBER, 2007
BW SMALLBIZ -- FEED BACK

The Family That Plans Together

I enjoyed reading "Creating a Legacy" (June/July 2007). It was great to see that these families made ongoing family discussions, performance goals, and self-assessments a core part of the estate and tax planning process.

Michael Stern
Michael Stern Consulting
Brookfield, Conn.


The Vantuinen family, profiled in "Creating a Legacy," seems to be a great example of how to do estate and tax planning properly. I commend them for their actions and their planning.

Bruce Johnson
CapTrust Financial Advisors
Holland, Mich.




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