Jul 23, 20213 min readEstate Planning Checklist to Facilitate Multigenerational Wealth TransfersEducate and update your extended family about your wealth transfer goals and the plan you have put in place to achieve these goals.
Jul 23, 20213 min readMake Gifts That Your Family Will Love but the IRS Won't TaxDo not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational
Jul 23, 20214 min readPreserving Your Money and Property Beyond the Third GenerationWhether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond.
Jul 23, 20215 min readFears When Talking about Moneythe largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure t