In our adult lives, we’re often naturally inclined toward philanthropy. Whether we give our time, talent or financial resources, doing so is a response to feeling grateful for our own…
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What Sets Us Apart
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…
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…
If the Supreme Court rules that the health care reform law is unconstitutional, will the new 3.8% tax on investment income nonetheless take effect next year? Last month, the Supreme…
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…
One of the greatest aspects of starting a new year is the opportunity for a clean slate perspective on longstanding opportunities or dynamics in life, family or business. We can…
It does not matter where in the world a family business is located, according to Deniel Banks of DW Banks Company, Inc, one thing all family business leaders have in…
Bruce Werner, currently managing director of Kona Advisors LLC, spent 12 years at the family busniess, Werner Holding Co., in a variety of senior positions before the family made the…
Last week I was introduced to a family owned business owner by his estate attorney. They were interested in learning more about succession and exit planning. The business owner described…
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….
