Frank Perdue’s widow, and daughter of the co-founder of Sheraton hotels, knows a thing or two about family businesses.
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Apr 09, 2018
Help widowed clients prepare for the financial complexities that come with entering a new marriage.
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Apr 09, 2018
The emotional and financial implications of deciding where—and with whom—to live.
Entitlement and lack of familial ties are two of the many threats to successful generational wealth transfers.
Donor-advised funds can complement private foundations.