The Ways of a Will
It is a common misconception among Millennials that a person without a will does not have an estate plan. Everyone has an estate plan, because the law regards a person who dies without a will – 55% of all Americans,…
Category: Trust and Fiduciary Services
Hey! You! Get Off of My (Digital) Cloud
It’s unlikely that Mick Jagger and Keith Richards of the Rolling Stones were thinking about Internet privacy laws when they wrote their famous lyrics over 50 years ago. But for many of us, the sentiment is all too apt. Our…
Providing for the Children of Blended Families
Parents and grandparents with blended families – the result of more than one marriage – can face real challenges in dividing assets fairly.
Engaging the Next Generation
Charitable planning often takes into account the role that next-generation family members will play in serving as trustees and successor trustees of foundations, donor advised funds and other vehicles. With four generations above the age of 21 in American society today,…
Planning and Investing as a Couple
Fifty years ago, wealth management typically started with a man-to-man conversation about the investor’s income, savings, and goals.
Equal or Equitable: What is Fair?
I know life isn’t fair, but why is it never unfair in my favor?
Preserving Real Estate Assets for Future Generations
Commercial real estate has been a major source of wealth in parts of the United States for generations, and families are understandably eager to preserve these assets for their heirs.
Lessons from Florence: Preparing for Medical Emergencies Abroad
It’s difficult to make the best decisions or think clearly when faced with a stressful situation.
Buying Time with a Delaware Silent Trust
Becoming a parent has been likened to deciding forever to have your heart go walking around outside your body. While parents of all backgrounds share many of the same anxieties, affluent parents often worry that their wealth could harm their…