PricewaterhouseCoopers LLP (PWC) has released its second global family business survey in November 2010, Kin in the Game, available online at www.pwc.com. In 2007, when PWC completed its first survey, there were few signs of the financial crisis...
Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting — for tax law resolutions, for...
“We’ll probably see, especially now, clients less interested in investments and more interested in managing cash.So [software] solutions that do more than just spit out an investment [idea], but also a debt management and emergency...
American society has long been defined by an intricate and unique combination of the roles of government, business and the non-profit sector. Other cultures exist with most, if not all, of their society's needs met by business and government...
Life insurance is unique among types of insurance in that it insures against an event (death) that will occur as opposed to an event that may occur. But, although death is a certainty, individuals buy life insurance to hedge against the time when...
Charitable lead annuity trusts (CLATs) have received considerable attention recently, in light of current low interest rates. If structured correctly, CLATs have the twin benefits of (1) providing payments to charity for a number of years, and (2)...
Like you, I always knew non-tax issues in estate planning were important. But I never realized how important. With the chaos in 2010 on the tax side of estate planning and the virtual inability to offer certainty, coupled with the high cost of...
Kids of wealthy parents almost always fire their parents' advisors after they inherit the money. They also tend to fail to meet their financial goals. There are many reasons why. Here are some ways to keep their business.
Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting for tax law resolutions, for...
Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting for tax law resolutions, for...
