Take Care of Heirs and Charities with a Charitable Remainder Trust
Substantial numbers of affluent individuals and families want to use some of their wealth to support the causes and organizations they care about most.
Preparing Heirs for Their Inheritance
Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s…
What is the Long-Term Trend of the Market?
In this video, listen as Dave explores the long-term trends of the market, including a snapshot of bull and bear markets dating back to 1896. Focusing on the long-term and…
Elite Wealth Planning – What it is and Why it Matters
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success.…
The Super Rich’s Three Big Fears—and How They Work to Overcome Them
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share many of the same worries…
Important Tips on Selling Your Business
We spend lots of time talking with business owners about various strategies for exiting their businesses. Too often, we find owners choose strategies that just don’t serve them well. If…
Sudden Wealth: What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich, but it can and does…
Why You Need a ‘Business Plan’ for Your Family
Your family may not be a business, but clearly it can be a good idea to foster it like good business owners do with their companies. By taking steps to…
