A divorce will not automatically change estate planning. The keys to making these changes are ensuring an ex-spouse cannot ...

KPMG's application for an Alternative Business Structure (ABS) license in Arizona, potentially enables it to become the first ...

Role of Life Insurance in Succession Planning Succession planning is the systematic transfer of assets and wealth to the heirs ... including estate taxes, medical bill payments, and settling ...

Discover how estate planning can prevent gentrification and preserve Black communities in Atlanta, a city witnessing rapid ...

This webinar will explore how innovative platforms can streamline complex estate planning ... advanced trust planning strategies. Learn how to structure trusts that preserve wealth and remain ...

From addressing cultural sensitivities to navigating complex tax landscapes, family offices must adopt strategic approaches to ensure a seamless transition of wealth and legacy. Jordan Mimoun ...

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Success planning is emerging as a crucial yet often underdeveloped component of wealth management for family offices ...

The ATO has noted the average age of the individuals who head up private wealth ... succession planning can be as simple as “someone passing away, and the assets forming part of their estate ...