Wealth Transfer Mistakes

Posted on: April 15th, 2013
A recent Forbes article claims that '70% of intergenerational wealth transfers fail,' discussing a new Williams Group study examining the long-term effects of wealth transfers in 3,250 families. 'Failure,' according to the study, means situations where the heirs dissipated wealth, often with the family assets becoming a source of friction and dispute...

Family Values and History Are Still the Best Inheritance

Posted on: March 20th, 2013
According to a recent study, family values, traditions and history still mean more than money as an inheritance...

Estate Planning for Women

Posted on: February 27th, 2013
While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place. Here are some issues that are of particular interest to women and their estate planning...
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