Based on consultation with advisors and legal professionals, you need to weigh the benefits of involving a corporate trustee and decide who is best suited for this role.
Read PostWomen are more likely to ask probing questions about the risk implications of portfolio choices but don’t necessarily shy away from taking on risk when appropriate.
Read PostWe are pleased to present this topic paper on collecting rare and fine wines. It's a nice primer for those who are curious and those considering investing in a vintage.
Read PostWhile investing in art isn’t new, the trend has been growing as a way to diversify portfolios with alternative investments that are aligned with buyers’ passion or goals.
Read PostWomen, on average, have 42% less in retirement income than men. Our financial advisors offer practical steps that women over 40 can take to meet their retirement needs.
Read PostTeaching financial literacy to children takes effort but sharing concepts such as saving and budgeting can lay a foundation of financial responsibility for adulthood.
Read PostAs a wave of boomers age, more Americans will require elder care. There are important steps that families can take now to prepare for this inevitable event.
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 PostNo matter how you and your spouse divide responsibilities, make sure you aren’t removed from family finances. Here are some practical suggestions for acting as co-managers.
Read PostIf history is any guide, the aftermath will be acrimonious—to say the least. The consequences of dying without a will can disrupt lives in very consequential ways.
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