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legacy

5 Steps to Sustain Your Legacy over Several Generations

Preserving your hard-earned money for future generations has never been more crucial. Studies show that 90% of families have exhausted their wealth before the end of the third generation. Multigenerational financial planning can help sustain your wealth longer, distribute it more efficiently and minimize your taxes so that you can bequeath more to your heirs. […]

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planning-for-aging-and-illness

The Later Years: Four Ways to Prepare for Aging and Illness

Whether we’re in retirement—or planning to retire—most of us hope our golden years will be happy and healthy. We envision enjoying the money we’ve carefully put away before we pass peacefully. Unfortunately, many of us will face an illness or injury that may upset these plans. However, with some advanced planning and preparation, we can […]

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How to Prepare Your Loved Ones for Your Death

Plan for your death. That’s essentially the very important bottom line (or is that finish line?) of the article “The 25 Documents You Need Before You Die” by Saabira Chaudhuri in The Wall Street Journal. The article states that “According to the National Association of Unclaimed Property Administrators, state treasurers currently hold $32.9 billion in […]

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Focus on estate planning before taxes 

You’ve heard it many times: “Don’t miss the forest for the trees.” When it comes to estate planning, trite is right. It’s generally a good idea to develop a smart, overarching plan rather than to focus singularly on a tax-avoidance strategy. 

After all, a comprehensive estate plan can fund, mitigate or eliminate estate taxes. (more…)

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Don’t let family wealth fade away

Many families have lost a lot of wealth. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family gathering in 1973, there were no millionaires among them.1 Barbara Woolworth Hutton – daughter of the founder of […]

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Critical questions of estate planning

The way in which you leave your estate speaks with as much volume as what you leave. A wisely planned estate passes on values — not just assets. Our estate planning services aim to help people understand — and put into practice — this mission-critical distinction.  (more…)

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