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.
A Complex Web
The estate tax rules are complicated when non-US citizens reside in the US or have US situs property.
The Last Word
Jury shows “R-E-S-P-E-C-T” to handwritten Will of Aretha Franklin, found in her couch cushions.