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Rumors of the demise of the small family office have been greatly exaggerated. Although many wealthy families have changed the way their offices operate, smaller single family offices are demonstrating remarkable resilience in the face of economic...
Kids of wealthy parents almost always fire their parents' advisors after they inherit the money. They also tend to fail to meet their financial goals. There are many reasons why. Here are some ways to keep their business.
Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting for tax law resolutions, for...
Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting for tax law resolutions, for...
Advising clients on Medicare and Medicaid planning and eligibility has become increasingly complicated. Elder law practitioners must struggle to keep up with the ever-changing health care wild west and consider the impact of new laws on both the...
While multi-generational trusts have been used in the United States for many decades, they gained more notoriety when Congress passed the generation-skipping transfer (GST) tax in 1986.1 Wisely, Congress provided an exemption from the GST tax so...
