A family office provides management services to a family whose businesses and wealth have become too complex and significant to manage by themselves. It often combines investment, legal, and tax services along with lifestyle and administrative services, such as making travel arrangements or coordinating the use of the family’s private aircraft. In addition to supporting […]
According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes.[1] These pieces of vacation property are not only real estate that must be planned for, managed, and maintained, they are also the birthplace of happy memories for you […]
For LGBTQ+ Americans, estate planning can be even more important. Despite same-sex marriages being legally recognized since 2015, couples composed of sexual and gender minorities still face estate planning challenges not encountered by other “traditional” same-sex couples. Issues such as unaccepting family members, child adoption by nonbiological parents, and LGBTQ+ couples living together unmarried underscore […]
The divorce process can be long and expensive. Getting the final decree is the end of one big effort, which probably felt exhausting. Yet, the work doesn’t end once the divorce decree is signed. Once you have gotten divorced, it’s prudent to update your estate plan. More Work After Divorce? Why Bother? A divorce has […]
