Archive for June 2013

Celebrate Independence Day in Atlanta!

Atlanta offers a huge variety of activities and events for people of all ages and interests. The Fourth of July is certainly no different. This July, you can take your pick from a number of exciting events: 54th Annual 4th of July at Lenox Square  A tradition among many Atlanta residents, the 4th of July…

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When intentions lose their way…a family feud (Part Two)

The Detroit Free Press article sites Karen Davidson, the late wife of Bill Davidson – NBA Detroit Pistons owner – as saying in an affidavit that her husband intended the foundation to be a single organization, with emphasis on family. “It was meant to be a family foundation, the family structure of the foundation provides…

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Fiscal Cliff Estate Tax Marriage Benefits

There is a provision in the estate tax law called “portability”.  This means that any unused estate tax applicable exclusion amount of a deceased spouse may be applied to the surviving spouse.  In other words if you fell prey to ‘some day I’ll…’ the United States government has given a second chance to get it…

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Estate Tax Disputes…Money & Family (Part One)

Bill Davidson leaves behind his family, the professional teams he built including the NBA Detroit Pistons, and NHL Tampa Lightning and a $1.9Billion tax bill! Read the story from the Detroit Free Press here. This story grabs my attention because I grew up loving the Bad Boys from Detroit as the two-time NBA Pistons team…

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Fiscal Cliff Estate Tax Fast Facts

Hype and confusion seems to surround most of the talk about estate taxes.  The legal profession seems to keep in complicated and mysterious.  While there is always some measure of complication when the federal government is involved, a specialist can always make it simplified when it is related specifically to you and your situation. Estate…

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What to Teach Your Children About Finance

Parents of all income levels worry about their children’s financial savvy. But for affluent parents, the worry becomes magnified. In an earlier blog post, I wrote that most wealthy parents don’t believe that their children are ready to inherit. They don’t believe that, once independent adults, their kids will be able to make, keep, and…

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Marketing guru Seth Godin on How You Want To Die

Seriously, I was overjoyed when I read Seth Godin’s post about having your health care instructions written out in advance for you and your family.  This is a huge gaping hole that people delay doing, if they get around to it at all. Read this heartfelt personal perspective on it and take action… please!

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Where Your Donation to Charity Goes

At Boomfish Wealth Group, we’ve found that the vast majority of wealthy individuals and families want to give back. But they also want to make their donation count. The same might be true for you: with so many charitable causes and organizations vying for your money, how can you make the best decision? A recent…

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How might money affect my kids?

An inheritor is a person who receives any amount of money – from $100 to $100 million – because of their relationship to the giver, not their own work to produce the money.  There is nothing inherently wrong with an inheritance. Solomon, the ancient king of Israel – reputed as being the wisest man to…

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“Freaky Friday” Halloween-Themed Pool Party in Alpharetta

The City of Alpharetta is having Halloween a little early this year: in June! At the city’s Freaky Friday Pool Party, Alpharetta residents can enjoy a screaming good time with family, friends, and neighbors. The Freaky Friday Pool Party will feature a number of Halloween-themed games, prizes, and other activities. Attendees will also be able…

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