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Managing family wealth over the long-term requires careful thought and a well-structured estate plan. Before making specific decisions about what’s best for your wealth, it’s wise to
With the Democrats controlling both houses of Congress and the White House, it is timely to focus on the potential tax law changes they might propose. Although it may seem unlikely the changes will
With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family
Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you
A Dynasty Trust is often referred to as a family bank since it serves as a primary resource for the funding of the needs of a family's beneficiaries in successive generations. Given the
Through the evolution of the family journey, it’s clear that family structures have become more complex and estate planning needs to shift to a new model that focuses on multiple aspects of
Families often find it challenging to talk about long-term plans and wishes of their aging parents. But it’s never a good idea to wait until there’s a crisis to rally family members
Join attorneys Mike Schwartz and Jason Kohout of Foley & Lardner LLP for a discussion of the recently enacted SECURE (“Setting Every Community Up for Retirement”) Act and its
A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple