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Articles tagged: Estate Planning & Asset Protection

Family Offices and Managing Private Wealth

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.

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Buy-Sell Agreement for Owner Death

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.

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Hiring a Corporate Trustee

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.

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Organized philanthropy for families

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.

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Avoid taxation following these IRA rollover rules

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.

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Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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a family sits on a lawn, representing managing family wealth and legacy

6 Ways to Manage Family Wealth and Create Your Family Legacy

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.

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ceramics on wooden shelves, representing how to protect your personal assets

How to Protect Your Assets Now to Cover Your Ass(ets) for Later

Whether you own real estate or antique jewelry, knowing how to protect your assets will help you avoid costly disasters and increase appreciation.

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a pathway between trees represents the trees, making a will, who needs a will and the importance of a will

I’m Not Very Wealthy, Should I Still Make a Will?

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.

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a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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