Consider a “Test-Run” on your Children’s Inheritance
Increasingly, a “living inheritance” is being used by well-off seniors. This article offers a good discussion of the pros and cons.
Building a Solid Foundation
Operating a private foundation is not for the faint of heart. This article is a great resource for those considering taking the leap.
Business Owners Beware!
Small business owners take note – your stock redemption at death may have unforeseen tax implications after this recent Supreme Court decision.
All In Family
Keeping a meaningful destination home in the family for the next generation requires careful planning that is not for the faint of heart.
Silver Spoon Kids
Avoiding entitlement in children is a significant concern of wealthy families. This article provides some helpful advice.