Helping Clients Plan For Distribution Of Their Collections
As a wealth advisor or RIA, helping clients manage and plan for the distribution of their collections can be a nuanced and sensitive topic.
Recent
The Pritzker Estate Has Become A Focal Point In The Luxury Real Estate Market
The Pritzker estate, located in the exclusive Beverly Crest area of Los Angeles, has become a focal point in the luxury real estate market.
Real Estate Heirs List One Of America’s Largest Ranches For $142M After Patriarch’s Death
The family behind home-building titan D.R. Horton is putting one of America’s largest ranches on the market for a staggering $142 million.
Preserving The Current Federal Estate And Gift Tax Exemptions Before They Sunset
With the election fast approaching, the conversation around preserving the current $13.61M federal estate and gift tax exemptions has intensified.
Wendy Williams Ex-Husband Kevin Hunter Demands Divorce Be Overturned
Wendy Williams ex-husband Kevin Hunter demands divorce be overturned - claims she 'hid $48MILLION from him' in settlement.
Adjusting Your Estate Plans Before The Election
As you consider whether to adjust your clients' estate plans ahead of the upcoming election, several key points should guide your conversations.
Jennifer Lopez and Ben Affleck Seek Quick Resolution As Millions Hang In Balance Amid Divorce
Jennifer Lopez and Ben Affleck are in the midst of a divorce, with millions of dollars at stake.
