Month: February 2014
February 14, 2014
What you need to know to preserve your value and your values
In a recent WSJ WealthAdvisor article, Norb Vonnegut touches on some particular ideas that are very helpful in managing and passing family wealth….
February 10, 2014
The tricks of advising trusts
In a recent WSJ Wealth Advisor article, Trust Clients Can Be Tricky for Advisers, Matthias Rieker reports that financial advisors need to develop…
February 5, 2014
The power of apology
In a recent article in the Journal of Financial Planning, Roy Ballentine and James Grubman, Ph.D., evaluate the best methods and paths for financial…
February 1, 2014
Under the New Tax Law, “Bracketing” is the strategy for trusts
Under the 2013 new federal tax law, inaccurately named the American Taxpayer Relief Act, Congress created up to 12 layers of tax…
