estate planning | Two Hawks Consulting

Mar 27

Finding Family Harmony in Financial Planning

An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...

Jan 29

Data Shows Advisors Don’t Get Philanthropy

It’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...

Dec 14, 2023

Help Wealthy Clients Pass on Philanthropic Values to Their Children

It’s time to have uncomfortable conversations; advisors must step up. The annual UBS study on billionaire ambitions reveals a historic...

Oct 23, 2023

Featured Article: Four Strategies for Donating a Home to Charity

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...

Sep 25, 2023

Featured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction

Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...

Aug 1, 2023

Featured Article WealthManagement.com: Lessons for Advisors From Aretha Franklin’s Estate Woes

Estate Planning Advice by Two Hawks Consulting In this article, Randy discusses the estate planning woes of the late singer Aretha...

Jun 3, 2021

Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider

Randy Fox is quoted on LegalZoom.com in an article that explores the things that you may want to consider in relation to planning your...

Jan 31, 2021

Efficient Charitable Planning

Have you ever wondered if there is a more effective way to approach charitable planning for you, your family and your philanthropic interest

Jan 31, 2021

Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues

Learn more about the surprising musical artists who are cashing out their musical catalogs in order to liquidate.