What’s In a Name? A Lot, When It Concerns Account Titles
Having an adult child added as an owner of bank account is a fairly common occurrence that allows both elderly parent and child to hav... Read More »
Category: Trustees
Family Limited Partnerships and Family LLCs About to Get Overhauled
The details are still unknown, but family limited partnerships and family limited liability companies are being scrutinized by the IRS and the US Tre... Read More »
Tags: Asset Protection, Estate Planning, Estate Planning Lawyer, Guardianship, Inheritance, Partnership, Power of Attorney, Probate, Probate Court, Tax Planning, Trusts, Trusts and Estates, Wills
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Wealth Needs a Deep Bench of Talent
Managing and growing wealth requires a deep bench of skilled and trusted advisors. Among millionaire investors, a third are comfortable with ... Read More »
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