The Spousal Lifetime Access Trust (SLAT) is a flexible estate planning tool that can provide families wealth stability, though it should be employed within overall goals.
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 PostLearn how a Grantor Retained Annuity Trust (GRAT) can freeze the value of an asset while passing the appreciation of that asset onto beneficiaries free of gift and estate tax.
Read PostMany aging women worry about running out of money, and single women face additional risks. Learn steps you can take to reduce this retirement savings gap and live securely.
Read PostThe word philanthropy derives from a Greek word meaning "love of mankind." Philanthropic acts, therefore, imply a humanitarian vision that "sees ahead" toward an objective.
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 PostBased 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.
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