Asset Transfer: Do You Trust the Next Generation to Manage Your Wealth?

Asset transfer is a straightforward process. However, for closely held business owners and highly compensated individuals, transferring assets can be a complex process. Without a f ...

Donor-Advised Funds Provide Clear Advantages

Donor-advised funds, or DAFs, are becoming more popular with business owners and highly compensated individuals because of their many advantages. DAFs have been compared to a savin ...

Estate Planning Changes You Need to Consider Before 2020

Now that 2019 has arrived, your estate planning strategies need a rigorous review — and possibly some revisions and updating — before next year. If you’re like most highly co ...

Why You Need an Asset Protection Plan Right Now

Whatever your net worth may be, an asset protection plan helps you reduce risk and preserve as much of your wealth as possible. For small-business owners and highly compensated ind ...