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.

While most financial institutions provide expertise around money matters, few can provide the completely personal services of a family office—much less help someone with a longing for a llama.

Here’s an incentive to move estate planning to the top of your to-do list: The next few years are an opportunity to maximize wealth transfer to the next generation.