Legacy Family Office Newsletter – September 2023

Posted on September 18, 2023

What Real People Think About Artificial Intelligence When U.S. adults were asked about the expanding presence of artificial intelligence (AI) technology in daily life, 38% said they were more concerned than excited, while just 15% were more excited. Many people were still on the fence, as 46% felt e...

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Legacy Family Office Newsletter – August 2023

Posted on August 22, 2023

Leave a Lasting Gift with an Ethical Will A legal will describes how you want your material assets to be distributed, but how do you leave behind your values? Using an ethical will, also called a legacy letter, you can tell your personal story and communicate your beliefs and life lessons to your fa...

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Legacy Family Office Newsletter – July 2023

Posted on July 19, 2023

More Americans Embrace the Cashless Economy A growing number of Americans are going “cashless” for everyday purchases like groceries, gas, services, and meals compared to previous years. A cashless payment might be made using a debit or credit card, or a payment app or mobile wallet on a...

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Legacy Family Office Newsletter – June 2023

Posted on June 19, 2023

As Your Parents Age, Help Them Protect Their Finances It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are older and financially vulnerable. In fact, it’s quite common. People age 70 and...

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Legacy Family Office Newsletter – May 2023

Posted on May 22, 2023

Cheaper Hearing Aids Are Coming to a Store Near You More than 37 million U.S. adults are living with some hearing loss, but only about one-fourth of those who might benefit from a hearing aid have used one.1 Cost is a big obstacle: The average price of a pair of prescription hearing aids runs about...

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Legacy Family Office Newsletter – April 2023

Posted on April 26, 2023

Remote Workers Trade Commutes for Much-Needed Rest According to a detailed analysis of the American Time Use Survey, individuals who worked at home in 2020 instead of commuting to an office collectively saved 60 million hours each day that could be spent doing other things. Employees reported spendi...

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Legacy Family Office Newsletter – March 2023

Posted on March 15, 2023

Younger Generations See Fastest Growth in Credit-Card Balances During the past two years, credit-card balances of younger generations have grown at a faster rate than for older generations. From June 2020 to March 2022, the average credit-card balance for Generation Z grew from $1,947 to $2,443 — ...

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Legacy Family Office Newsletter – February 2023

Posted on March 02, 2023

Creating Your Own Operation London Bridge “London Bridge is down.” … those words were reportedly used to launch what were arguably the most complex end-of-life proceedings the world had ever witnessed: the funeral arrangements for Queen Elizabeth II. The plan, known as Operation Lo...

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Record Government Spending Boosts Appeal of Tax-Free Income

Posted on October 18, 2022

It may be a good time to look for ways to help reduce your taxable income. Here are three potential sources of tax–free income…...

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The Sandwich Generation: Caught in the Middle

Posted on September 20, 2022

If you find yourself caught in the middle — or if you are an “open-face sandwich” supporting an elderly parent or an adult child — here are some tips to consider....

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