Navigating the Complex Terrain of a High-Net-Worth Divorce
February 1, 2024
Thriving through the divorce process requires making potentially life-altering decisions.
How Will You Pay for the Long-term Care You’re Likely to Need?
June 7, 2023
Plan early to thrive, not just survive, in your golden years.
Families Can Reverse the Generational Money Curse
April 27, 2023
The “shirtsleeves to shirtsleeves” in three generations adage may be avoided with family planning and transparent communication.
Leaving a Legacy: How Will I Be Remembered?
April 28, 2021
A guide for using wealth to make a difference in your family, community, and world.
How Would You Handle Sudden Wealth?
December 17, 2020
Don’t be taken by surprise by a change in your wealth—have a reliable plan.
Considering a Move to Save on State Taxes?
May 23, 2019
Now that the federal deduction for state and local taxes is gone, should I consider changing residency from my high income-tax state to one with lower or no state taxes?