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Articles tagged: Estate Planning & Asset Protection
5 Rules for Building a Solid Family Office Structure
A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations. Read More
What is a Buy-Sell Agreement? Protecting Your Business in Event of Death, Disability, Divorce or Disagreement
A buy-sell agreement can protect your company’s ownership shares in the event of an owner or partner’s voluntary or involuntary departure. Read More
Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter. Read More
Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy
Philanthropy is important to many wealthy families, but many don’t have a structured plan. Learn how to give back with organized philanthropy. Read More
Little-Known IRA Rollover Rule Has Big Consequences
Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year. Read More
Women: It’s Time to Take Charge of Family Finances
Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women. Read More
6 Ways to Manage Family Wealth and Create Your Family Legacy
Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose. Read More
How to Protect Your Assets Now to Cover Your Ass(ets) for Later
Whether you own real estate or antique jewelry, knowing how to protect your assets will help you avoid costly disasters and increase appreciation. Read More
I’m Not Very Wealthy, Should I Still Make a Will?
Don’t ask who needs a will. Ask how to make a will. Estate planning is important, regardless of the number of assets you own. Read More
The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More