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Articles tagged: Estate Planning & Asset Protection
4 Steps for Handling Your Finances in Divorce
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
Where Should You Retire? The Best and Worst States for Retirees
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
Long-Term Care Insurance: What You and Your Family Should Know
Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask? Read More
Surviving the Second Generation: Discussions You Need to Have Before Family Business Transitions
Many family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions. Read More
2 Crucial Tips for Preserving Multigenerational Wealth
Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise. Read More
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