» Estate Planning

For many parents, it is easier to talk to their children about sex than money. And there are few touchier subjects for wealthy families than the topic of inheritance. Don’t we all dread certain “talks” we’re supposed to have with our children… Read More

The fact that my life had instantly transitioned into a foreign, new reality was finally processed for me when my dad’s business partner showed me around their recycling business—a venture that I knew absolutely nothing about. Managing your own p… Read More

One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i… Read More

Even if a copy of your living will ends up at the hospital with you — that's hardly guaranteed — doctors routinely don't know how to interpret them. They may still leave friends and family confused about what you want. End-of-li… Read More

So how should Americans working abroad or with a financial life in two countries manage their finances? Traveling abroad can be exhilarating enough, but living abroad comes with a whole other level of excitement … and even some hitches if you aren�… Read More

There are myriad ways to begin the exit process from your business without giving up management control.  [Here] are some ideas to structure for an eventual departure, without having to hand over the keys to the business right now. Business succ… Read More

Google on Wednesday became one of the first major Internet companies to put control of data after death directly into the hands of its users. Technology has changed the way we view assets, as we now have virtual assets to protect in addition to our t… Read More

Although the new $5.25 million exemption shields the vast majority of estates from federal taxes, state estate taxes are alive and well. Currently, 21 states and the District of Columbia impose some type of death tax, and most kick in at a level much… Read More