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 Consulting
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.
CapTrust Financial Advisors