WORTH MAGAZINE ARTICLES
Many people desire to make significant charitable gifts but would like to maintain a level of control over the funds. Find out how to build towards a substantial gift in an efficient and effective manner.
If you are involved in the administration of a retirement plan at your company, you might be held personally liable for fiduciary breaches within the plan. To avoid fines, penalties and judgments, fiduciaries to these popular employee benefits must be vigilant about following complex laws and regulations.
Most wealthy individuals and families need multiple professionals with distinct areas of expertise. Assembling the right team of experts will help ensure a successful overall financial strategy.
Regardless of each side's sincere reasons for delaying the discussion, it is important for adult children to talk with their parents before estate plans are set in motion, due either to death or incapacity.