Achieving these aims begins with a vision statement outlining the family’s values, beliefs and objectives.
If your family drafted a mission statement, revisit it and use it as a basis to draft your own personal mission statement.
When it comes to our money, we all tend to act irrationally.
Without a federal estate tax, states would have to re-create and update the rules and the forms for themselves.
The “honor” of being named a trustee carries with it a lot of risk—much of it unintended.
Tax planning can play a significant role in the manner in which a philanthropic gift is selected.
When investing, it is always important to remember not to give too much credence to the politicians.
The 12 financial-planning rules clients should focus on.
The challenge lies in not triggering the significant capital gains taxes associated with selling highly appreciated stocks.
Not all providers enable policies to reflect alternative structures such as LLCs, LLPs and trusts.
Four examples of alternative investments that accredited investors may wish to research.