Family

Home|Tag: Family

We Recognize Veterans Day by Helping Veterans In Need

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded Warriors Project.   Your generous, tax-deductible donation to Wounded Warrior Project® (WWP) will change the lives of over 1 million injured warriors, caregivers, and family members. You will help bring independence back to our

By |2020-11-11T17:05:28+00:00November 11th, 2020|Family, Philanthropy|Comments Off on We Recognize Veterans Day by Helping Veterans In Need

Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

By |2020-10-22T20:13:08+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|Comments Off on Five Big Mistakes Executors Make…and How to Avoid Them

Estate Planning: Don’t Forget Your Pet!

If you are part of the 68% of U.S. households that own a pet, you probably think of it as a true member of the family-one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family dog,

By |2020-10-22T20:16:08+00:00July 23rd, 2020|Estate Planning, Family|Comments Off on Estate Planning: Don’t Forget Your Pet!

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 |2020-10-22T20:17:00+00:00July 14th, 2020|Asset Protection, Family, Insurance, Wealth|Comments Off on The Importance of Personal Umbrella Policies

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 |2020-10-22T20:17:55+00:00July 14th, 2020|Family, Financial Planning, Insurance, Tax Planning, Wealth|Comments Off on Three Questions to Answer Before You Purchase Life Insurance

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 |2020-10-22T20:18:49+00:00July 13th, 2020|Asset Protection, Family, Wealth|Comments Off on Preparing Heirs for Their Inheritance

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 |2020-10-22T20:35:39+00:00July 6th, 2020|Asset Protection, Family, Tax Planning, Wealth|Comments Off on Want to Promote Family Entrepreneurship? Consider a Family Bank

Why You Need a ‘Business Plan’ for Your Family

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important assets: their families. Your family may not be a business, but clearly it can be a

By |2020-10-22T20:36:22+00:00July 6th, 2020|Business Tips, Family|Comments Off on Why You Need a ‘Business Plan’ for Your Family

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 |2020-10-22T20:42:05+00:00June 30th, 2020|Family, Professional Advisors, Wealth|Comments Off on The Importance of Family Governance

Five Reasons to Make Philanthropy a Family Affair

Five Reasons to Make Philanthropy a Family Affair Getting your family involved in charitable giving can create a powerful legacyA growing number of successful people have a strong urge to "pay it forward" by financially supporting causes and organizations that are near and dear to their hearts. Many of you already make

By |2020-10-22T20:45:59+00:00March 12th, 2020|Family, Philanthropy|Comments Off on Five Reasons to Make Philanthropy a Family Affair
Go to Top