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
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
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
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
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
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 great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace. Read More
What happens to your digital assets when you die? Digital estate planning can safeguard your online assets and protect your digital legacy. Read More