Recommended Readings 
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Are You Ready For A Family Office?
Family offices are private firms that manage just about everything for the wealthiest families: tax planning, investment management, estate planning, philanthropy, art and wine collections—even the family vacation compound.
5/20/2013
Getting the Full Picture on Annuities and Insurance
LIFE insurance and annuities are supposed to accomplish straightforward goals: life insurance provides for your family if you die unexpectedly and annuities guarantee a steady stream of income in retirement. But right now, both are being promoted for their tax benefits.
5/13/2013
Estate Planning - Moving Target Under the New Tax Law
The American Taxpayer Relief Act made the exemption permanent at the 2011 level, indexed for inflation, and set the tax for anything exceeding that amount at 40 percent. It also kept the exemptions and taxes the same for gifts made in a person’s lifetime.
Here is a look at why people at different income levels need to pay attention to their estate plans.
4/29/2013
Preparing for Long Term Care Expenses
The emotional impact of witnessing the decline of a family member or helping to care for one is often the reason people seek coverage for long-term care, people who work in the aging field say
4/16/2013
Money Lessons from Downton Abbey
In between all the plotting and back-stabbing, the characters blunder into a broad array of financial- and estate-planning disasters, from bad investments and messy trusts to poor business-succession plans and power struggles following health crises.
3/12/2013
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