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Articles tagged: Estate Planning & Asset Protection
Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan
Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.
Read MoreWhen Marriage Becomes a Business Liability: Lessons from Celebrity Divorce Battles
Whether it’s reputational spillover, financial exposure, or ownership risk, marriage can directly impact the value and control of a business.
Read MoreLaying the Foundation for Successful Leadership Change in a Family Business
Communication in succession planning ensures that a family business survives and prepares the second generation to take over.
Read MoreA Brief Overview of Investing in Life Settlements
As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class.
Read MoreProtecting Assets and Financial Empowerment in Divorce
No one ever plans for a divorce or a remarriage, but they do arise, so it’s crucial to take charge of your finances and protect your assets proactively.
Read More6 Ways to Make Your Family Legacy (and Wealth) Bulletproof
Defining your family purpose, fostering financial literacy, and prioritizing relationships can protect your family legacy for future generations.
Read MoreEstate Planning for Unmarried Couples: P Is for Planning, Not Palimony
Unmarried couples face unique challenges in property rights and estate planning. Cohabitation agreements and wills can protect partners and families.
Read MoreHow to Protect Your Assets Now to Cover Your Ass(ets) for Later
Your assets go beyond stocks and property. Learn how to value, protect, and safeguard sentimental items like heirlooms and collectibles to preserve their worth.
Read MoreSmart 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 MoreSibling Squabbles: Fair Estate Distributions To Multiple Beneficiaries
When it comes to fair estate distribution, it’s important to plan ahead and encourage open communication between family members.
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