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April 10, 2013Canisters, Casseroles and Context: What Beneficiaries and their Advisors can learn from Julia Child
As a regular visitor to this website, you are likely not a trust beneficiary—but I'm quite sure you are close to several. You also have, at least now and then, made use of food metaphors, yes?
Well, this month’s column is a "snack"—for beneficiaries—along with those whose business it is to understand them.
After many hours watching Julia Child reruns, I can confidently report that a canister is very different from a casserole pan. And after 30 years in the “kitchen,” here’s another profound insight: A trust can be likened to either. It all depends on who’s asking.......
Continue Reading on WealthManagement.org
Canisters, Casseroles and Context http://t.co/bLsaosTWdZ via @wealth_mgmt
Heroic Journeys and the Trustee’s Path http://t.co/3dJIIkxdiS via @wealth_mgmt
TrustWorthy is a collection of 25 personal — and positive — stories told by beneficiaries, trustees and their advisors. The book's objective? To begin to transform the most complex, conflicted and difficult relationship known under the law — the "arranged marriage" between beneficiary and trustee...
Hartley Goldstone serves as educator, consultant & coach to inheritors in all stages of life, trustees, and their advisors...more
Kathy Wiseman founded and is the President of Working Systems, Inc., a firm dedicated to enhancing generational...more
Frank Gregorsky has helped dozens of families showcase their stories, events and values...more
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