Month: June 2014

High net worth clients have many different options of how to distribute their wealth to their beneficiaries. Some might choose to simply leave money outright to their daughters and sons in their will as direct cash disbursements. However, it is often a good idea to...

Every couple has different levels of income and different portfolios of material assets. Those with lower levels may presume that they don't really need to do estate planning, since they have less to distribute. However, it is important for couples and individuals at...