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Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as the beneficiaries of …
Discover practical tools and strategies for helping wealthy families retain and grow wealth In Top Practices Wealthy Families and Their Advisors, accomplished family wealth …
Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about …
Surrogate Court dockets are filled with cases involving family members fighting over the assets and intentions of a deceased parent or spouse. Probate Wars of the Rich & Famous: An …
Discover how the children of prominent families pursue their own path while contributing to their family’s legacy In The Quest for Legitimacy: How Children of Prominent Families …