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Successful Wealth Transfer
Over the decades we have observed that 95% or more of wealthy families focus their wealth transfer planning almost exclusively on minimizing taxes and drafting appropriate documents. They think that...
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Inheritances: Oh, What to Do?
Of all the issues that affluent parents confront in planning, none consumes more time and emotional energy than that of inheritances—and for good reason. There is no area of the planning that could be...
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Conducting an Inheritance Fire Drill
Wealth is like a blazing fire; it can cook and warm or it can burn and destroy. And which it does to your heirs depends, to a great extent, on how you hand it off to them. This very real danger is...
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