Integrating a family’s estate diagram with personal financial statements creates a useful planning tool, especially for individual family members who prefer visual depictions to narrative descriptions.
Drafting trust terms to document your wishes is a complex and challenging process. The language you use is critical and will determine the degree of flexibility your trustees and heirs will have in the future.
The Build Back Better Act has been approved by the House of Representatives and is now being reviewed by the Senate.
Shannon Zur on Basic Blocking and Tackling: The 3 Must-Have Items for Wealth Planning, recorded during Family Business Magazine's Legacy and Wealth Conference.