Financial Poise

Articles tagged: Family Dynamics

Retiring abroad image of Spain

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

It’s Better When You’re Older, Wiser, and Richer A lot of people contemplate retiring abroad. In college, did you dream of spending a year in Europe? Maybe you hoped to […]

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Sibling Squabbles: Fair Estate Distributions to Multiple Beneficiaries

The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.

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Entwined adult hands, here symbolizing property rights for unmarried couples

Estate Planning for Unmarried Couples: P is for Planning, Not Palimony

Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.

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family business succession

Family Business Succession Planning: Prepping the Kids to Take Over

He wasn’t talking about family business succession, but Leo Tolstoy said, “All happy families are alike; each unhappy family is unhappy in its own way.” That’s known as the Anna […]

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family governance

Family Governance is Not Business Governance

Family businesses are unique, and the way they are run differs from family to family. Explore the varying degrees of both corporate and family governance and why each is important

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fight flight freeze

Fight, Flight, or Freeze: Dealing with Business Conflicts

How should business conflicts be handled? Instead of responding to “fight, flight, or freeze” instincts, it’s best to address these situations with care. Find out how to handle family and non-familial conflicts in a business environment.

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Divorce

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.

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Family Business Transition

The Good, the Bad and the Ugly of Family Business Transitions and Exit Planning

Usher in the good and avoid the bad—or ugly—in family business exit planning by following these strategies during a transition.

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Family business succession

Structure is the Key to Stronger Family Business Succession Planning

Unorganized family structure can lead to failed business transitions. A successful family business succession plan requires clear roles.

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Long-term Care

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?

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