What positives could possibly come from losing both my father and my brother to pancreatic cancer? A recent column by acclaimed author Arthur Brooks poses an intriguing oxymoron: thinking about your death can

It’s alarming how many people die without a Will. I’m particularly shocked how many people of high net worth put off estate planning. By failing to plan, they leave behind

In last week’s post, I conveyed my concerns about the upcoming $84 trillion transfer falling into unprepared hands. This topic was a particular focus of the legacy planning workshops Tom Rogerson

Watching an Avis Car Rental television commercial, I heard these words that got my attention: “Don’t wish, Don’t hope, Don’t dream…PLAN!” Ironically, that message also applies perfectly to my initiative to work

I was recently asked to be interviewed for a one-hour podcast, and I said yes. I’m glad I did. The interviewer is David Spray, a Houston CPA and fellow Longhorn,

When I spoke recently at a Business Owners Conference sponsored by Bank of America/Merrill Lynch, I learned that 50% of owners will sell their business over the next 10 years.

I’ve always been one of Fort Worth’s biggest champions. Even going back to my youth when we were known mostly as a “sleepy town,” I was full of local pride.

Last week’s post addressed the challenge of transferring an enterprise’s leadership to a successor, whether that enterprise is a business, a royal family, or any family. I gave Queen Elizabeth high marks for doing

Finding a successor to fill the business founder’s shoes is a challenge. In Texas, we often recommend choosing the heir apparent early and letting him “ride around in the truck”

My son Adam is a voracious reader. He often sends me articles that serve as inspiration for my own writings. One recent example was the obituary of an American immigrant

This past weekend, the Fort Worth Report published an article on my question for Warren Buffett at this year’s annual Berkshire Hathaway Shareholders’ Meeting—often called “The Woodstock for Capitalists,” according to reporter

For many years, our family has been enjoying an annual pilgrimage to worship at the altar of the Oracle of Omaha. Saturday is jam-packed with advice from Warren Buffett (92) and