Financial Poise

Articles tagged: Family Dynamics

family preparing food in the kitchen, representing how to create a Family Charter

Tips for Creating an Effective Family Business Charter

Successful family businesses often create a family charter, a written agreement to guide decisions on boards, succession, hiring, and more.

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Estates like these require smart, informal estate planning via non-probate property

Informal Estate Planning: Non-Probate Property

Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order.

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a man and a woman sit on a park bench, in an obvious fight, representing splitting assets in divorce

Protecting Assets and Financial Empowerment in Divorce

Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.

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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 Business Board of Directors

Psychology of a Private Company Board Part 2: Family-Owned Businesses

The board of directors for a family-owned business has a duty to the company’s owners, but family dynamics often complicate its direction.

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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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