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WEALTH MANAGEMENT MINUTE

The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders...

Tis the Season of Giving - How to Contribute The Tax-Wise Way!

Charitable Giving, the Tax-Wise Way Americans—especially the affluent—are some of the most charitable people in the world. Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those...

When's the Last Time You Updated Your Estate Plan?

Here’s Why You May Need to Update Your Estate Plan Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken...

Out With The Old Tax Plan - In With the New!

The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. 

How the Tax Cuts will Impact YOU

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are...