Don’t Just Pass the Buck—Protect It from Being Squandered

Did you know that a staggering 90% of inherited wealth is gone by the third generation? A friend recently shared that he had inherited $500,000 just before the pandemic. His mother never spoke to him about money and he was surprised there was an estate to divide. Unfortunately, because he was so unprepared, the money […]

Mailbag of Client Questions

Each month, we select a handful of questions that were asked by clients or soon-to-be clients. We like to post our answers online because others may have that same question as well. Here are a few of the things we were asked about most recently. Please contact us at info@schneiderpollock.com. How do I log in […]