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Estate Planning & Asset Protection
Recognizing Tipping Points to Keep Family Wealth in the Family
Preserve Wealth by Recognizing Tipping Points Families that have worked extremely hard to build wealth find it even more difficult to preserve that wealth over time. Often, the concern is that a wealthy family could go from shirtsleeves to shirtless in three generations. The first generation creates the wealth. The second generation consumes the wealth and the third […]
Identifying Different Types of Medical Identity Theft: It Can Happen to You
Medical Identity Theft is a High Cost Crime Norah said she thought it was odd when she received a letter from her insurance company denying a $7,000 insulin pump. She wasn’t a diabetic. That letter should have been an alert that Norah had been a victim of medical identity theft. If you are denied insurance […]
Don’t Go It Alone: The Best Advisor You Can Hire Is Worth Every Penny
The Best Advisor You Can Hire Would Hire Herself, Too The best advisor you can hire will be a clever and a creative problem solver who interacts with you with total integrity, honesty, and ethical conduct. The worst? Someone’s goal of growing richer and richer at your expense- and that’s one of the better scenarios. […]
Sibling Squabbles over Mom’s Money: Divvying Assets Between Multiple Heirs
Financial Transitions when Mom Has Money For many, it is a common dream: a peaceful retirement after years of hard work providing for your family. It is the iconic American Dream to work and then to pass along the fruits of your labor to the next generation. But as lovely as this image may feel, […]
Digital Assets Estate Planning
What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.
Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions
As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?
Tax-Efficient Portfolio Management: Tips and Tricks for Investors
Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.
Multi-Generational Tax Strategy for High Net Worth Families
For high net worth families looking for a robust, multi-generational tax strategy, private placement insurance and variable annuity contracts are a viable solution.
Will President Trump Repeal the Estate Tax?
Will President Donald Trump repeal the Estate Tax? The truth is, thanks to the estate tax exemption, most Americans already experience a de facto repeal.
Estate Planning for Unmarried Couples
The law confers certain advantages or qualities on married couples. This is true in the arena of estate planning. None of these preferences necessarily extends to unmarried couples.
