Estate and Transition Planning

Five Common Pitfalls of Sudden Wealth

Sudden wealth can take many forms, including selling a business, executing stock options or reaching a legal settlement. Most often, however, sudden wealth is the result of an inheritance.

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What’s So Hard About Passing Hard Assets to the Next Generation?

As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, individuals are focusing on how to facilitate the flow of their assets to their children, grandchildren and great grandchildren.  Passing along more liquid assets – like stocks, bonds and cash – is somewhat straightforward. 

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“Downton Abbey” vs. “Modern Family”—100 Years of Changing Wealth

Few can argue that wealth hasn’t changed over the past 100 years.  The underlying factors that contribute to how we manage our money —family, work, society—are starkly different than in centuries past.  And because of that, we invest differently; we save differently; we spend differently.  There’s perhaps no better way to discuss the evolution of…

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Getting Schooled on the 529

When parents welcome a new child into their family, they’re hit with many numbers—date and time of birth, length and weight of the baby. But in the early years, many families neglect to consider three very important numbers that will affect their estate and their child’s future: 529. While 529 plans have been available for…

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When and How to Start Planning for the Future of Your Estate

What’s the first thing that you think about when you’re asked about a will?  If you’re like the millions of Americans without a proper estate plan, thoughts likely move quickly to your own mortality.  Perhaps that’s why so many people stay in that estate planning purgatory for far too long.  Recent high profile deaths of…

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