Monthly Archives: November 2014

Estate planning in new-money and old-money families. Part One

By Barbara Blouin,  founder of The Inheritance Project

Not long ago I decided to revise my will, and I realized that although I had engaged in that exercise several times I still didn’t know exactly what “estate planning” meant. Google was my next step. I read several not-very-satisfactory descriptions (there does not appear to be a definition as such) of estate planning. I found Wikipedia’s entry the most useful of the listings I read. “Estate planning is the process of anticipating and arranging for the disposal of an estate during a person’s life. Continue reading