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Articles tagged: Family Dynamics
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 […] Read More
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. Read More
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. Read More
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 […] Read More
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 Read More
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. Read More
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. Read More
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. Read More
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. 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