Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.
Read MoreCharitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.
Read MoreThe most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.
Read MoreBreaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.
Read MoreMany family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions.
Read MoreSetting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.
Read MoreThe great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?
Read MoreYou worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.
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