Creating Governance Rules for Siblings in a Family Business

Dec 15, 2020

Changes in the dynamic are necessary for survival.

Digital Assets Playbook: Bitcoin

Dec 15, 2020

How to answer the five key questions your clients have on bitcoin.

Planning Using In-Kind Premiums

Dec 14, 2020

Private placement variable life insurance can be a useful utility knife for planners.

Celebrity Estates: How Michael Jackson's Executors Created a Thriller of an Estate Plan

Dec 14, 2020

Even though Michael Jackson's estate was saddled with over $500 million in debt when he died, due to the great work of his executors, it has earned over $2 billion since his death.

A Letter From 9 Million U.S. Expats to Janet Yellen

Dec 11, 2020

The next Treasury secretary could make the lives of millions of Americans easier at no cost at all.

Twenty-Five Passports HNW Clients Are Hoping to Find Under the Tree

Dec 11, 2020

Citizenship by investment programs can drastically speed up the process.

Why I Committed to Raising $10 Billion for Charity

Dec 09, 2020

The benefits of encouraging clients to make philanthropic donations.

Mediation in Estate-Planning Disputes

Dec 09, 2020

It’s disheartening for all to see relatives and friends taking sides in a dispute. Mediation is a viable way to achieve cost savings and justice.

The Intersection of Pro Sports and Real Estate

Dec 08, 2020

There's a long history of both pro sports athletes and franchise owners investing heavily in commercial real estate.

Seeking Control? Consider a Directed Trust

Dec 07, 2020

Offering a client the ability to more actively guide decisions regarding their estate planning may attract their attention and keep them involved in the process.