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One of the most important, yet most forgotten, parts of estate planning is keeping track of who will benefit from those assets, including life insurance, which are not governed by your will.
More organizations are rethinking their existing wellness programs to create a true culture of health that supports employees’ personal health goals while improving the performance of the
Family governance need not be an oxymoron. A conscious family governance system can help create an efficient and rewarding means of ensuring the family enterprise’s viability for
The artificial intelligence (AI) predictions of 2019 are insightful as ChatGPT and other AI platforms are becoming mainstream. Most executives knew then that AI had the power to change
In December of 2017, the U.S. Tax Court decided in the Lender Management, LLC v. Commissioner case that deductions that were part of a taxpayer’s trade or business were deductible under
Although it is flattering to be asked to be a trustee, you should give careful consideration about serving in this important role, as performing the responsibilities of a fiduciary can expose you to
When it comes to protecting digital assets, the users can end up being the biggest flaw in your cybersecurity armor. Mistakes like creating easy-to-guess passwords, not encrypting important data, or
You have too much at stake to be caught unprepared, and your family is too important to be left in the lurch by an estate plan you didn’t realize that you had outgrown. If it has been a while
When you make more money than your friends, it can set up awkward and uncomfortable money dilemmas. However, there are ways to get around them by having a few good verbal comebacks and a dose of
Individuals and families today are at a higher risk of being the target of identity theft given their tendency to rely on various third parties to manage their active and complex lifestyles. Protect