High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Why I Committed to Raising $10 Billion for Charity

Dec 09, 2020

The benefits of encouraging clients to make philanthropic donations.

Mediation in Estate-Planning Disputes

Dec 09, 2020

It’s disheartening for all to see relatives and friends taking sides in a dispute. Mediation is a viable way to achieve cost savings and justice.

The Intersection of Pro Sports and Real Estate

Dec 08, 2020

There's a long history of both pro sports athletes and franchise owners investing heavily in commercial real estate.

Seeking Control? Consider a Directed Trust

Dec 07, 2020

Offering a client the ability to more actively guide decisions regarding their estate planning may attract their attention and keep them involved in the process.

2020 Holiday Gift Guide for Financial Planners

Dec 07, 2020

What to give and/or get in a year unlike any other.

2020 Year-End Estate Planning: Planning in a Time of Uncertainty

Dec 03, 2020

This unsettled environment will reward sophisticated, flexible and proactive estate planning.

Should a Life Settlement be on Your Client’s Year-End Planning List?

Dec 03, 2020

Capital gains rates will likely rise in 2021, making this option less attractive unless completed before year end.

Life Insurance Appraisal Brings Confidence to Planning

Dec 02, 2020

Paying for a policy appraisal can have a great return on investment.

The Future of Like-Kind Exchanges with Art

Dec 02, 2020

The IRS carves out a limited exception for sculpture affixed to property.

More Fruitful Client Conversations Around Philanthropy

Dec 01, 2020

Key questions to discuss depending on where your clients are in their philanthropic journeys.

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High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM. For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.