Click here to download a PDF of this report. Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major...
Click here to download a PDF of this report. If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their...
Click here to download a PDF of this report. What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed...
Click here to download a PDF of this report. It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into...
Click here to download a PDF of this report. The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those...
