Frye Financial
2011 video | |
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| Honors | |
Austin Frye named as one of the top
150 Financial Advisers
in the Nation
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| Headline | | |
Parenting While Wealthy
The Highly Unusual Case of Wellington R. Burt
"Generation skipping" (leaving an estate to grandkids, instead of grown kids) can be an effective estate planning strategy in many situations. But Wellington R. Burt, a wealthy timber baron who died in 1919, whose $100 million estate was just now distributed to his great, great-great, and great-great-great grandchildren (a mere 92 years after his death!) took this strategy to an unprecedented extreme.
Was old man Wellington, who stipulated that his estate not be distributed until 21 years after the death of his last grandchild, a vindictive father/grandfather or a wise patriarch trying to keep his kids grounded? Researchers are now delving into this perplexing case in an effort to determine the answer.
As far as how to prevent "Affluenza," a motivation and work ethic killing malady that often strikes heirs of successful families, there are much less drastic alternatives available. There are creative stipulations and conditions than can be included in trusts and planning to motivate heirs to complete education/career goals and to remain productive adults. As far as "Generation Skipping" in general, it can be a useful tax savings strategy, but has its limitations and needs to be considered within the context of the entire estate preservation/transfer plan.
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Announcing LPL Financial's
New Paperless Option
If you are an LPL Account View subscriber why not consider reducing the endless amount of envelopes piling up in your entry ways or on your desks and switch to the convenience of paperless statements?
With online statements, you can:
- View LPL Financial monthly statements and quarterly performance reports
- Save and print statements and trade confirmations
- Decrease the possibility of mail fraud and identity theft
- Help the environment
- Easily access up to 24 months of previous statements
Sign Up for Paperless Statements
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FryeCafe
Summer Menu Update
Our menu of espresso drinks, coffees, teas and baked goods has been a huge hit with our clients , many of whom stop by in between meeting dates just to indulge in their favorite menu item.
Since "FryeCafe" offerings have been such a hit, we are pleased to announce the expansion of our menu to include our new refreshing summer specialties:
- Shaken Espresso con Panna (1 or 2 espresso shots, shaken with ice, topped with whipped cream and chocolate)
- Virgil's All Natural Diet Root Beer Float...vanilla ice cream, whipped cream and all!
At Frye Financial we believe you can mix pleasure with work! Why not? ______________________________________________________ |
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Client Corner | | |
We love when our clients have good news!
A match made in heaven and we bet it will be a wedding to die for!
We are thrilled to announce the engagement of Aileen Corcia, daughter of long-time friends of the firm, Sandra and Moe Corcia to Daniel Lavin, son of long-time clients and friends of the firm, Andy and Cindy Lavin.
Danny, following in his dad's footsteps, is an Attorney and Aileen is the owner of the fabulous Aileen Invitations in Aventura, an upscale boutique specializing in wedding and event invitations, personalized stationery and fabulous gifts and event favors.
Can you imagine how spectacular their invitations and wedding will be?
For a look at Aileen's goodies,click here:
Clients 'Living the Dream' Wall
Please remember to continue to send us your favorite pictures of yourselves enjoying life for our wall. |
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