How might a significant increase in the dividend tax rate at year-end affect the values of dividend-paying stocks? In his budget released last February, President Obama changed his position and…
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What Sets Us Apart
Most successful people have planned for the future of their financial resources through the use of investments, insurance and legal documents. Fewer have tended to the non-financial aspects of planning…
When owners begin to be proactive regarding succession and exit planning or as we call it, business retirement planning, there is one main question that needs to be answered. “When…
One of the most important estate planning decisions is that of selecting a trustee or executor. The choice can be a game changer for how your heirs live with and…
For most owners of a closely held business, building the business is a labor of love. It provides a major reason for living, however because we don’t live forever, one…
Privacy? This is a very important question for families that have wealth, a family owned business, or even families that have unique family dynamics. This article is not especially technical,…
As we discussed in the previous article, estate and financial affairs for established families are highly complex. Each of the disciplines – tax, legal, investment, insurance – are inextricably linked….
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs….
I read this Barron’s article today and thought we should discuss it. Too much money rarely ruins kids, it’s too little character as we stated in our May 3rd, 2011…
Normally partners choose each other for synergistic or financial reasons. Often next generation family members have no choice. It is a “shotgun wedding.” As a family grows and the number…
