Survey Finds Wealthy Parents Fear Inheritances Will Do More Harm Than Good
A survey recently released by Merrill Lynch’s Private Banking and Investment Group — How Much Should I Give to My Family? — shows that the
SE HABLA ESPAÑOL
SE HABLA ESPAÑOL
about the areas of family wealth succession and preservation.
about the areas of family wealth succession and preservation.
A survey recently released by Merrill Lynch’s Private Banking and Investment Group — How Much Should I Give to My Family? — shows that the
It began with an anonymous court filing pitting “John Doe” against “Jane Doe.” It didn’t take long for Jane and John to be identified publicly
Many small businesses rely on independent contractors for their staffing needs. There are many benefits to using contractors over hiring employees: Savings in labor costs; Reduced
There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning.
A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age
Current research shows that only about half of Americans have a will, and probably less than that have changed their wills when certain life circumstances
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all
Sometimes families (even ultra-wealthy ones) end up dumping their businesses to cover the estate tax bill. Case in point: Joseph Robbie, despite his business
My friend Marty, a very sassy CPA friend of mine once said to me that “LLC” stood for “Lawyer’s Likely Choice.” At first I laughed
The poverty rate among seniors is rising, giving rise to the question of whether or not it is possible to inherit debt. In general, when
Once you have chosen the people you want to receive any of your assets — either from a will, a trust, a life insurance policy
The recession made many parents and grandparents into personal bankers, making loans to strapped children or grandchildren to help them cope with unemployment or other
We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
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We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
Get our most popular content sent straight to your inbox from the team behind the scenes.