How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Smart companies are increasingly using private aviation as a business tool. It’s rare that we get a client who simply wants to purchase a plane without already having determined that an aircraft will address a business need. Sometimes the...
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If $1 million landed in the laps of your clients today, nearly 40 percent of them say they would use it to buy land, according to a survey by Mirador Wealth. But the survey gave respondents only five options...
The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution. In this article, the second in a series, we outline more specifically how these rules apply to estate and non-grantor trusts. In...
Although recent tax law changes have alleviated some of the need family businesses have for liquidity at death, life insurance still has a key role to play in succession planning.
Mitt Romney’s recent call for Donald Trump to release his tax returns and any potential “bombshell” within (the irony of which we won’t get into here) led to an interesting claim from the Republican frontrunner—he can...
Follow the money. | Copyright Lintao Zhang, Getty Images
Beijing has sneaked past New York City as the home of the most billionaires, according to Shanghai-based magazine Hurun. Based on Jan. 15 stock prices, there are now 100 billionaires...
