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With increasing interest rates, the Treasury Department's recent publication of long-awaited proposed regulations will change the life-expectancy factors used in life expectancy-based estate planning. While the changes may not seem drastic, they should be considered by individuals contemplating its use. For most types of planning, when increase...

How do family businesses keep their founders' entrepreneurial spirit alive and continue to grow from decade to decade and generation to generation? Learning from an in-depth survey of 2,439 family business leaders across the world, this report uncovers the secret to the regenerative superpower of family businesses, beginning with the founders' entr...

Visiting colleges is a great way for a college-bound student to gain a firsthand view and help determine which college is the right fit. To make the most of each visit and as part of your education planning, get prepared with this guide that offers tips, checklists, and thoughtful questions to ask your admissions rep and current students about the ...

Whether or not a college requires an interview as part of its application process, it’s highly encouraged to have one with an admissions representative or alum. These interviews are a great opportunity to ask questions and learn more about the institution. This guide with tips for success, sample questions, and a preparation checklist will he...

Getting ready for college is an important part of any education planning. From 9th grade to 12th grade, these college preparation checklists provide a clear outline for parents and their high school children who want to know more about how to get ready for college. The first key step will begin with choosing the right courses in high school.&n...

Organized month by month, this timeline lists the steps and target goals to keep you on track with the college application cycle.

In preparing for the birth of his daughter, David Slover developed a to-do list each parent should think about executing. Topics shared include Last Will and Testament, Financial and Healthcare Powers of Attorney, Living Will, Life Insurance Policies and Retirement Accounts.

Wealthy families embark on a voyage of important mile markers, as well as inevitable excursions and pleasant surprises. No two journeys are alike, but this insurance road map can inform you of lurking hazards, help you and your family avoid them, and get you to your destination safe and sound.

Families with the means and flexibility to choose where they live, particularly those anticipating a liquidity event or a life change such as retirement may be looking for a more tax advantageous place to call home. Changing your tax residency has many potential positives, but it’s not as simple as filing a change of address with the U.S Postal Ser...

It is important for families to develop a comprehensive risk management strategy as they navigate the blessings and burdens, as well as the choices and challenges, that come with significant wealth. This piece focuses on the potential insurance risks and costs associated with life's milestones and possessions.

Before changing your residency to a new state for income tax purposes, consider the items outlined in this checklist. For additional insights, read more on how to successfully change your tax residency.

Selecting the right trustee is one of the most important decisions a grantor will make. The role of trustee has evolved significantly over the 21st century, and today’s trustee needs to recognize that a trust is rooted in a human relationship, not just a legal one. When selecting your trustee, look for the 7 traits to help you select the righ...

Losing a loved one can be very difficult. Yet, as an executor, spouse, or family member, you need to take steps to ensure that your loved one's financial affairs are properly settled as part of the family’s end-of-life planning. To help with the process, this step-by-step guide outlines the key tasks, including selecting an executor, considering th...

The college application process is the culmination of everything you've spent time working on throughout high school. Remember that planning ahead and breaking the process down into smaller steps will make it much more manageable and straightforward. Follow this path to navigate the road to college with great clarity and success.

For families with significant wealth, a new IRS Revenue Procedure could result in millions of dollars in tax savings. The procedure makes the Deceased Spouse Unused Exclusion available up to five years after the death of the first spouse of a married couple.