This 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.
Read PostToo often, trust and estate planning decisions are misunderstood by beneficiaries. In this article, we discuss practicals to help ensure that “trusts don’t imply mistrust.”
Read PostCredit is a powerful tool. Learning to use it effectively should be handed down through generations, which means helping your young adults get started on the right path.
Read PostMoney talk can be awkward between generations, so we asked our experts for ideas on teaching children sound money attitudes and preparing young adults for stewardship.
Read PostQuestions about real estate arise at every life stage, so we asked our experts to list considerations for people in three categories: starting out, middle aged, and retired.
Read PostWe know that our clients’ financial lives extend beyond our firm and, therefore, we want to provide suggestions that promote personal security wherever information is shared.
Read PostAt this milestone in a young person's life, parents should review of their own financial and estate plans as well as help the young adult child plan a future driven by their own decisions.
Read PostOnce you relocate to Florida to take advantage of its favorable tax status—no state income and inheritance tax—there are several steps you should take to establish residency.
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