To assist with this difficult time, we have organized a timeline with key action steps to reduce transition complications and ensure more stability for the survivors.
Read PostAt age 55, it’s helpful to consider seven important topics, both individually and in conversation with family. Doing so can help guide you to a fulfilling retirement.
Read PostEven if you remain skeptical about mission statements in the corporate world, open your mind to the possibility that a mission statement could help your family.
Read PostTake care to avoid common pitfalls in funding higher education that can result in forfeiting substantial tax benefits or paying far higher bills than anticipated.
Read PostContemplating making a substantial gift to your children or a charity? This installment of Family Matters can help you address practical considerations and avoid pitfalls.
Read PostAs people live longer, their expectations about both saving and spending need to change too. How do you address the risk of running out of money in retirement?
Read PostAttorney Leah D. Setzen of Grunyk Family Law and Wealth Advisor Christina Castrejon, CFP® touch on issues too important to go unaddressed concerning marriage and divorce.
Read PostTo address the fear of raising a “trust fund baby,” we put together an overview on Incentive Trusts for times when a few guardrails may be needed when transferring wealth.
Read PostThis is essential reading for anyone who has built a business—and wants to ensure a smooth transition while preserving value and maintaining family harmony.
Read Post“I want it now, please!” We explore the cognitive bias of immediate gratification (versus delayed gratification) and its impact in shaping our financial future.
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