Family Wealth
Family Wealth
How wealthy couples can learn to talk about money
Do wealthy couples have fewer money conflicts? Truth is, money doesn't solve problems, and can even create some. But by learning to communicate openly about money, new couples who both bring wealth into a relationship can build strong, lasting partnerships.
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Family Wealth
Protecting collectibles in natural disasters
It's hurricane season so remember proper insurance coverage is key to protecting your collectibles and valuables from any natural disaster. Make a list, inventory your valuables, and start exploring coverage today.
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Family Wealth
Handling sentimental inheritances
Passing heirlooms to the next generation can require sensitive negotiations and careful planning. Here are tips and ideas for minimizing conflict while also making sure your family treasures stay in the family.
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Family Wealth
Building a home that lasts for generations
Get tips, ideas and suggestions for building a legacy estate home today that your family will cherish and keep for multiple generations. Read about how to find the right location, select an architect and prepare to pass the home to your heirs.
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Family Wealth
How to preserve wealth in volatile times
A volatile market can spook anyone nearing retirement. How can you preserve your wealth without letting emotions get the best of you? Follow this plan.
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Family Wealth
Five tips on "passing the torch" with a family business
Transferring ownership of a family business can be tricky. Our checklist of financial considerations for family business succession planning can help.
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Family Wealth
Using life insurance to protect your business
Life insurance can be an integral part of succession planning for a small or family-owned business.
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Family Wealth
Helping your child thrive out of your shadow
Being a child in a financially comfortable family certainly has benefits — but it comes with pressures too. Here are some ways to help your children find their own path.
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Family Wealth
What are the duties of an executor?
Choosing an executor for your estate or acting as one for someone else is a big responsibility. Find out everything you need to know about executors.
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Family Wealth
Tackling business succession
Developing a transition plan that outlines what will happen to your business when your retire or you die is crucial, particularly if you want to leave the business to your heirs.
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