Tag Archives: high-net worth

The Tax Responsibilities your Family May Be Overlooking

As the year comes to an end, you may be accessing your financial plan in preparation for the New Year. While tax planning is something most working adults are generally informed about, there are tax obligations that some may not … Continue reading

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An Introduction to High-Net Worth Estate Planning

Estate planning is an important concern for anyone who desires their affairs be handled according to their wishes after their death.  Planning for high-net worth individuals and families is complex and dependent upon the particular desires of the family. High-net … Continue reading

Posted in Beneficiaries, Estate Planning, Estate Tax, High-Net Worth, Insurance, Trust, Trust Funds, Will | Tagged , , , , , , , , , , , , , | Comments Off