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Articles tagged: Estate Planning & Asset Protection
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
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. Read More