Do you know how a non-grantor trust can help you protect assets? NING trusts can be used to your advantage so you can avoid state income taxes and make the most off of your investments. Read More
Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets. Read More
What are the best states to move to for retirement? Find your home, whether it’s tax-friendly or boasts the best health care. Read More
Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask? Read More
Many family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions. Read More
Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise. Read More
A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations. Read More
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
Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter. Read More
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