Holding on to generational assets like mineral rights, rather than selling them off before you pass on, could hold several benefits for your beneficiaries.
Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors.
Three key factors that help open doors.
The trustee hired his personal trainer to make critical spending decisions.
Could this approach turn the estate-planning industry upside down?
Many children born into prominent families struggle with the expectations.
