In today's low-interest-rate environment, investors need to be flexible to ensure their portfolio meets their income needs now and preserves their wealth for the future.

Family businesses often take on various functions on behalf of individual family members, including bill paying, household management, investment management, oversight of insurance procurement, and tax and legal matters.

In today's world, with state tax rates varying widely, more individuals and families are considering moves out of high-tax states. For example, California's highest income tax rate is currently 13.3%.

When you were 10, your brother helped you budget your allowance to afford a bike. When you were 20, your sister helped you secure an internship in your career field. So naturally, either would be a great choice as a trustee for your estate, right? 

Whether you have a summer beach house or a portfolio of commercial real estate, choosing the right trustee is key to ensuring real estate investments are effectively managed.

When it comes to estate planning, not having a plan is a plan. But not a good one.

A common misconception is that people with significant wealth spend their time as they please. But high-net-worth families rarely have as much free time as people believe.