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Articles tagged: Family Dynamics
6 Financial Tips for Widows in the Age of Coronavirus (COVID-19)
An aging population and global pandemic bring need for emotional and financial help for widows. Here are 6 financial tips for widows and widowers. Read More
I’m Not Very Wealthy, Should I Still Make a Will?
Don’t ask who needs a will. Ask how to make a will. Estate planning is important, regardless of the number of assets you own. Read More
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? Read More
Money Basics Series — Part 5: Is Your Relationship Ready for a Joint Account?
Are you rushing into a joint account with your significant other? These are the questions you should ask your partner before making the commitment. Read More
How Family Business Succession Planning Becomes Succession Implementation
Family business succession planning requires discussions about ownership, leadership, payment and other issues to smoothly transition from Gen 1 to Gen 2. Read More
Sibling Squabbles: Fair Estate Distribution Among Multiple Heirs
The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition. Read More
P is for Planning, Not Palimony: Estate Planning for Unmarried Couples
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
Finances in Marriage: 3 C’s to Address Discontent
Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future. Read More
The 4 Stages of the Divorce Process
Divorce is more than a legal process. It’s an emotional one, too. Read about the four divorce process steps, including the announcement and the aftermath. Read More
Family-Owned Business Transitions: The Good, the Bad, and The Ugly
Like Snowflakes, They Vary Transitions in family-owned businesses can take many forms and be challenging endeavors. From a change of control, as the torch is passed from one generation to the next, to the much more life-changing sale of the entire business, each transition comes with its share of the Good, Bad, and Ugly. Types […] Read More