Investing Generational Wealth

Investing Your Inheritance What should you do when a sizeable amount of money comes your way in the form of inheritance? Your first step should be meeting with an attorney who is also familiar with business and family law. Preferably, this attorney should already be working with your family. Whether your attorney helped your relative [...]

siteadmin2019-10-22T19:49:51+00:00Business Law, Financial, Investing, Taxes|

5 Things To Know About Trusts

What is a Trust? There are many kinds of trusts. Some trusts have very specific purposes for estate tax or income tax planning. Most of the trusts are included in this type. Other types of trusts are more exotic in nature and typically directed at preserving extreme wealth. For most of us, these exotic types [...]

siteadmin2019-10-27T23:05:35+00:00Investing|