How Much Inheritance Is Too Much?
Some wealthy parents are concerned that after a certain point, money passed down will be damaging to the next generation.
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Adam Neumann Planned For Family Control Of WeWork For Generations
It wasn't all that long ago that he was CEO of the company he co-founded, had a multi-billion paper net worth, and was eyeing a lucrative IPO.
Elon Musk Pleads "Illiquidity" In Cave Diver Defamation Suit
Much of his wealth is from his stake in rocket company Space Exploration Technologies Corp., and he has said he has no plans to sell any shares.
How Three FinTech Startups Are Disrupting Retirement Planning, Blending Human And Tech
These FinTechs offer easy onboarding processes, low minimum investment requirements, lower fees, and user-friendly interfaces.
6 ways to use a trust in estate planning
The increased focus on trusts by the SA Revenue Service raises the question of whether trusts should still be used in estate planning or not.
The miseducation of the millennial financial advisor
Sometimes, no matter how good you are at advising, you won’t excel unless you can sell and bring in clients.
Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make Gifts
No predictions about the 2020 election, but if the Dems win, and if they get enough control over Congress, they’ll try to pass harsh estate tax reform
