Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.
Read MoreIt’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 […]
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 MoreHe 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 […]
Read MoreMany family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions.
Read MoreThe board of directors for a family-owned business has a duty to the company’s owners, but family dynamics often complicate its direction.
Read MoreSuccessful family businesses often create a Family Charter or Family Business Constitution—a written agreement to guide decisions on boards, succession, hiring and more.
Read MoreThe 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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