Family Wealth
Family Wealth
If you don't have an estate plan, the state has one for you: The importance of planning
You've heard the horror stories: A high-net-worth individual dies without an estate plan, and his family members watch his hard-earned dollars go to government, while relatives bicker in probate court about who should get what. These situations typically take years to settle.
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Family Wealth
Providing for a loved one with special needs
Planning for the lifelong care of a special needs child can be a complex task. Learn more about some options — such as special needs trusts — and some of the steps you should take to prepare for your child's future.
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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
Succession planning for an agribusiness
Keeping the family farm in the family takes more than just a written will. A succession plan ensures not just the transfer of property but helps prepare your heirs to take on the job.
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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
Investing in vacant land
Land is a finite resource; nobody's making more of it. That's why raw, vacant land can be a worthy investment. When there are no suitable homes or commercial buildings available in an area, people will pay top dollar for vacant land to build what they want.
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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
The hidden price of inheritance
Learn more about the significant responsibilities and potential risks of inheriting wealth.
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Family Wealth
Women face different challenges in retirement planning
Affluent women face unique challenges compared to their male counterparts when it comes to preparing for their golden years.
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Family Wealth
Psychological biases and investing
Affluent investors tend to become increasingly influenced by their emotional biases, which can often lead them astray. Learn more about biased investing.
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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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Family Wealth
Preparing the next generation
First generation founders of successful businesses often ask: “Are we preparing the next generation in the right way, such that they are ready when we ‘pass the baton’ to them?”
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