June 21, 2021 •
Estate Planning ![]()
You may be running your business for years without any thoughts of selling and then suddenly receive an offer to buy your firm. It could be from a private equity group, a competitor or a key customer or supplier.
Read MoreJune 18, 2021 •
Estate Planning ![]()
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreJune 17, 2021 •
Estate Planning ![]()
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Read MoreJune 16, 2021 •
Estate Planning ![]()
The loss of a family member or friend, sad as it may be, is hardly unusual. How do you put it into words? What do you say when someone dies?
Read MoreJune 15, 2021 •
Estate Planning 
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
Read MoreJune 14, 2021 •
Estate Planning ![]()
The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according to Genworth. The government could pick up these costs if you qualify for Medicaid, but that’s easier said than done.
Read MoreJune 11, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
Read MoreJune 10, 2021 •
Estate Planning ![]()
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
Read MoreJune 9, 2021 •
Estate Planning ![]()
It’s always smart to maximize your Social Security benefits, and if you are divorced, one way to do that might be to take them based on your ex’s earnings record. Here are some of the rules on how that works.
Read MoreJune 8, 2021 •
Estate Planning ![]()
Amid news of Bill and Melinda Gates' pending divorce, TMZ recently revealed that the philanthropic couple never signed a prenuptial agreement.
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