When a person passes away, there are several important duties to be performed in order to fully carry out their financial wishes. Simply having a will isn’t enough to make ...

One of the most valuable qualities that family businesses share is intimacy – that is why family and corporate governance is so important. Not only do the team members know ...

At the 21 year mark, a trust is deemed to have disposed all of its assets at fair market value. And while that doesn’t mean that the beneficiaries lose the ...

If there is a single constant in the world of business, it’s change. Savvy and successful business owners know that when things get a little too comfortable, it’s often a ...

When choosing a trustee for your trust, the tax consequences are often not front of mind. But they should be. While the most critical qualities in a trustee are trustworthiness, ...

In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place ...

A family enterprise can be recognized today as an important and distinct organization in the world economy, operating in every country. Although family businesses have been described as unusual business ...

Selecting a trustee or executor for your estate is among the most important decisions you’ll make in the estate planning process. Many people automatically assume that the role should be ...

Being a business owner means having to take action in the face of uncertainty. No matter how much education you’ve amassed, or how many years you’ve been in business, to ...