Posts tagged with "family wealth"



Estate Planning · March 20, 2019
No matter how young your family is, estate planning is important and especially helpful in stressful times for your family. An estate plan will help make sure your loved ones are not stuck in court and/or conflict if anything happens to you. Here are a few things to consider as soon as you start a family.
Estate Planning · March 20, 2019
Sending your children off to college can be expensive, and financial aid plays a big role. If planned strategically, you can help save funds for college without increasing your expected family contribution or reducing your child’s financial aid eligibility. Here are some common assets that can affect your child’s financial aid eligibility, that you might not have considered.
Business · March 13, 2019
If you’re a married business owner and you want your business to be taxed as an S corporation, there are several things you need to know. Here are points to remember when filling out various forms, including what not to do. It is important to pay attention to the things you need to avoid so you are preventing problems and not stuck trying to solve them later on.
Estate Planning · March 13, 2019
Science now allows us to immortalize ourselves or our loved ones by turning cremated ashes into diamonds. This interesting way to create everlasting memories can help you keep memories of your loved ones close to you after they are gone. Read more about the process and materials that can be used for it here.
Estate Planning · March 06, 2019
Prenuptial agreements have their benefits and drawbacks depending on how you view it. With the average age of marriage increasing, so is the number of prenups. Many more couples are considering to make prenuptial agreements part of their wedding ceremony. Read the pros and cons here as well as how to best handle the situation.
Business · February 27, 2019
Every company has a key person that provides a significant, direct economic benefit to the business. This key person is one of the pillars to your business and their loss can be detrimental. You may have multiple key people that help keep your business running, so it is very important that you are prepared for their absence. Here is how you can make sure your company is prepared for the worst.
Estate Planning · February 27, 2019
Here are a few things women should know about estate planning and how it can help protect the financial security of loved ones. Things like making less in their careers and having less in savings due to pay discrepancies and time taken out of the workforce to raise their families, estate planning is an even more important task.
Estate Planning · February 20, 2019
Estate planning is not only important if you have children, but there are also many other reasons why you need to create an estate plan. You may think nothing matters after your death but if not properly handled, your family may end up in an extremely stressful situation. Read here why an estate plan is important even if you don’t have kids.
Business · February 20, 2019
Making sure your employee handbook is well-drafted will not only set out your company’s policies and establish expectations, but it will also protect your business from potentially costly litigation. If poorly drafted, your employee handbook could open the door to contractual liability. Here are a few tips on drafting an employee handbook that will serve your company well.
Estate Planning · February 04, 2019
Estate planning is not only important if you have children, but there are also many other reasons why you need to create an estate plan. You may think nothing matters after your death but if not properly handled, your family may end up in an extremely stressful situation. Read here why an estate plan is important even if you don’t have kids.

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