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Estate attorneys, CPAs, insurance consultants, bankers, real estate advisors and other Centers of Influence (COIs) are often on the frontlines of guiding families through complex financial, tax and legal decisions....

We spent a lot of time last year discussing estate and income tax planning in anticipation of possible tax law changes hinging on the outcome of the United States Presidential and Senate elections. While we now have...

Prenuptial agreements can cause tension and anxiety for successful families with children who are moving toward marriage. Prenups are complicated for a variety of reasons, from emotional to technical, and...

Planning anything in 2020 has been quite challenging – so it should be no surprise that we may have to spend a lot of time planning soon for something that...

Overview As you are likely aware, the federal income tax filing due date has been automatically extended from April 15, 2020 to July 15, 2020. The automatic extension also applies to your 2020 first quarter estimated tax payments. A few things...

Over the last few weeks, we have all been processing a remarkable amount of change and information in our daily lives. One of these new sources of information has been our government’s assistance measures:...

When people think of taxes, they often cringe at the crunch leading up to April 15th. But for families with complex financial worlds, tax planning isn’t limited to the first...

In a 2018 article, the Wall Street Journal highlighted an apparently common practice in American families: parents doing their kids’ taxes. Why is this notable? Well, in many cases, the...

Sometimes the hardest advice to give is to those closest to us. While we don’t pretend to have the secret recipe for success, we have found that objectivity, independence and...

A meaningful shift is underway among ultra-high net worth (UHNW) families. After decades of focusing primarily on financial capital, a growing number of families are now turning their attention to...

For high net worth families, communication is a strategic advantage. Families who cultivate open dialogue and a culture of transparency across generations create resilience that extends beyond financial capital. These...

For decades, we’ve known that strong collaboration leads to better business outcomes—more innovation, better decisions and greater fulfillment. The same is true for families. When families take intentional steps to...