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Magazine
The Family That Plans Together
Posted on September 02, 2007
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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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