What should you do with highly appreciated stock when you want to pass it on to your child without triggering unnecessary taxes or giving up control? This question commonly arises...
Affluent families and successful business owners often assume their estate plans are “done.” Documents were drafted years ago, trusts were created, and everything appears to be in place. But estate...
Many affluent families believe they’ve avoided probate and secured their legacy by relying on TODs (Transfer on Death designations), PODs (Payable on Death instructions), joint accounts, and beneficiary forms....
Private equity executives face a unique challenge in estate planning: complexity without clarity. Your wealth isn’t held in simple bank accounts—it’s tied up in carried interest, fund agreements, deferred compensation,...
Avoid the too-much-too-soon inheritance mistake. Learn how affluent families can structure smart wealth transfers with built-in protection, flexibility, and purpose. Don’t let an age-based plan ruin your legacy—discover how to...
