Avoid These High Profile Mistakes
Avoid the final legacy of these celebrities, who failed to leave an estate plan in place for their heirs.
Overcoming “Shirtsleeves to Shirtsleeves…”
An overview of the role family offices should play for ultra high net worth families.
The ABC’s of 529s
Paying for college from a 529 Plan? This article offers a good overview of what qualifies as an eligible expense, and what doesn’t.
Worse Than a Timeshare?
Joint ownership of vacation residences presents unique issues; addressing them in advance is the key to success.
Parenting With Wealth
Concerned about raising “silver spoon kids” who feel entitled? This article offers some good suggestions to counteract this possibility.