The Navigator Blog

Timely topics pertaining to inherited wealth and shared to inspire and inform.

Q & A: Inheriting 101- Part 1

Sometimes people ask how clients find me. There are some typical ways, like finding my work and my books on the internet, hearing a...

Dec 2, 20185 min read

Volume XV, Number 2 Summer 2018 Recently I was delighted to be asked to write a chapter for a forthcoming book, Wealth of Wisdom, which...

Sep 2, 20185 min read

Volume XV, Number 2 Summer 2018 Recently I was delighted to be asked to write a chapter for a forthcoming book, Wealth of Wisdom, which...

Sep 1, 20184 min read

5. Why is it important for those who inherit money to consult an advisor? Consulting an advisor is an important step because of the many...

Apr 1, 20185 min read