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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The Gray Area in Gray Divorce

One of the emerging trends in American family life is gray divorce, defined as divorce among partners over the age of 50. In fact, the divorce rate among those 50 and older has nearly doubled since 1990, according to a Bowling Green State University study.

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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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