by Elliot Kallen | Apr 21, 2022 | A Word with Elliot
April is the month created for Earth Day, although it might not seem as relevant today with a war going on in Europe. In case you didn’t know, Friday, April 22nd is International Earth Day. For my first Earth Day, we were in Central Park in NYC to hear Simon &...
by Elliot Kallen | Aug 15, 2021 | A Word with Elliot
I am often being asked where family savers are going to put their wealth in the future. And the answer isn’t so simple. What is family wealth? Let’s begin with the definition of Family Wealth. Family Wealth comprises human capital, intellectual capital and financial...
by Elliot Kallen | Feb 9, 2021 | A Word with Elliot
Then vs. NowWhen I first began my Financial Advisory business twenty-eight years ago in San Ramon, we were taught that:Every family will was set up for the surviving spouse to inherit every asset, tax-free, from the deceased spouse.Children and charities generally...
