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Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

The Importance of Personal Umbrella Policies

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damage of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?

By |2020-07-29T17:23:23+00:00July 14th, 2020|Asset Protection, Family, Insurance, Wealth|0 Comments

Three Questions to Answer Before You Purchase Life Insurance

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy-the money that the insurance company pays out in the event of the insured’s death. But navigating the life insurance landscape can be tricky-and

By |2020-07-29T18:54:52+00:00July 14th, 2020|Family, Financial Planning, Insurance, Tax Planning, Wealth|0 Comments

Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths. That said, an inheritance doesn’t automatically mean a worry-free life of ease. Inheriting wealth can actually

By |2020-07-29T18:56:10+00:00July 13th, 2020|Asset Protection, Family, Wealth|0 Comments

Don’t Leap Before You Look! The Powerful Benefits of Thoughtful Action

When people are confronted with adversity, opportunity or both, they often react quickly-with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are often rewarded by our culture, which praises the “fast-acting do-er” who “gets the job done” or “puts out fires.” Trouble is, rapid action can often result

By |2020-07-29T19:16:07+00:00July 6th, 2020|Business Tips, Lifestyle, Psychology, Wealth|0 Comments

Want to Promote Family Entrepreneurship? Consider a Family Bank

A key objective among many single-family offices serving Super Rich families (those with a net-worth of at least $500 Million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies. With that in mind, the Super Rich are embracing ways to develop the business acumen of

By |2020-07-29T19:18:08+00:00July 6th, 2020|Asset Protection, Family, Tax Planning, Wealth|0 Comments

The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes. The result: The family ends

By |2020-07-29T19:23:35+00:00June 30th, 2020|Family, Professional Advisors, Wealth|0 Comments

The Billionaire Money Rules

*What our research shows about how the self-made Super Rich build their wealth If you are like nearly every other successful person, you’re not ready to rest on your accomplishments. You want to uild on your success so far to create even more wealth and more value. In fact, according to our research, 94% of

By |2020-07-29T19:25:55+00:00June 30th, 2020|Business Tips, Lifestyle, Wealth|0 Comments

The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a financial advisor who has levels of integrity and who wants to do what is in their client’s best interest at all times. But it seems that fewer people pay attention to the orientation

The Importance of Stress Testing Your Wealth Strategies

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver the results

By |2020-07-29T19:29:56+00:00June 17th, 2020|Insurance, Investments, Professional Advisors, Wealth|0 Comments
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