Investment Real Estate
Investment Real Estate
Jul 31, 2012
Why it’s a core family asset class
Grief and Estate Settlement
Grief and Estate Settlement
Jul 31, 2012
Mitigating a challenging risk to families
tax forms
Tax Law Update August 2012
Jul 31, 2012
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Brushstrokes of Art Planning
Brushstrokes of Art Planning
Jul 31, 2012
A primer on tax strategies
The Value of Unsalable Art
The Value of Unsalable Art
Jul 27, 2012
In Estate of Sonnabend, a golden eagle creates some major complications
The Importance of Family Unity in Sustaining Wealth
Jul 26, 2012
Foster strong and effective communication, and build trust between generations
Uncle Sam Wants You (To Write a Social Media Will)
Uncle Sam Wants You (To Write a Social Media Will)
Jul 26, 2012
Protect your digital legacy
Heritage Institute Sustaining Family Wealth Assessment
Jul 26, 2012
This assessment, from the Heritage Institute, is designed to provide a snapshot of your client's family and guide discussion about how best to sustain their family wealth. Click on the link below to launch the questionnaire. Encourage your ...
IRS Determines Value of Trust Property Isn’t Included in Gross Estate
IRS Determines Value of Trust Property Isn’t Included in Gross Estate
Jul 24, 2012
Testamentary power of appointment over principal and accrued/undistributed trust income isn’t a general power of appointment
Saying Goodbye to the Red, White and Blue
Saying Goodbye to the Red, White and Blue
Jul 24, 2012
More and more high-net-worth individuals are renouncing their U.S. citizenship—should we be concerned?
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