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Articles tagged: Family Dynamics
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: 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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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 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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Surviving the Second Generation: Discussions You Need to Have Before Family Business Transitions
Many family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions.
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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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How to Create a Family Business Charter
Successful family businesses often create a Family Charter or Family Business Constitution—a written agreement to guide decisions on boards, succession, hiring and more.
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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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