Category: Trustees

What’s In a Name? A Lot, When It Concerns Account Titles

   Having an adult child added as an owner of bank account is a fairly common occurrence that allows both elderly parent and child to hav... Read More »

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Family Limited Partnerships and Family LLCs About to Get Overhauled

The details are still unknown, but family limited partnerships and family limited liability companies are being scrutinized by the IRS and the US Tre... Read More »

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Wealth Needs a Deep Bench of Talent

  Managing and growing wealth requires a deep bench of skilled and trusted advisors. Among millionaire investors, a third are comfortable with ... Read More »

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