Very few family businesses survive across generations to become 100-year family enterprises. I’m involved in an ongoing research project that’s gathering the collective wisdom of intergenerational families who have sustained shared...

Planning considerations when using private placement life insurance

Making that first million is always the hardest, but for millionaire retirees, it's not that big a deal, according to a new Ameriprise Financial survey. The study, of 432 millionaire retirees, found that 40 percent felt that passing seven fig...