High Net Worth

Individuals and families with $5-10M in total net worth

Trust & Estate

Trust & Estate

How Often Do I Need To Review And Update My Estate Plan?

Trust & Estate

Should I Treat My Children Equally As Part Of My Estate Plan?

Trust & Estate

How Are Inheritances Taxed?

Trust & Estate

How Can You Change The Terms Of An Irrevocable Trust?

Trust & Estate

Life Insurance As Part Of An Estate Plan

Trust & Estate

How Can Estate Plans Be Challenged?

Trust & Estate

How Can I Use Loans To Save Transfer Taxes?

Trust & Estate

What Are The Initial Questions I Need To Consider When Deciding If I Should Form A Private Foundation

Trust & Estate

How Are Funds Administered For Children Under Custodial Accounts?

Trust & Estate

Your Estate Plan Advisors Want You To Choose A Trustee – Now What?

Trust & Estate

Gifts to GRATS versus Sales to IDITS

Trust & Estate

Designating Someone To Make Health Care Decisions For You

Trust & Estate

What Is The Advantage Of A Revocable Living Trust?

Trust & Estate

Secure Act – Eliminated Stretch IRA

Trust & Estate

How Do I Select An Attorney To Help Administer A Decedent’s Estate?

Trust & Estate

How Are Qualified Personal Residence Trusts Used To Transfer Interests In A Residence?

Trust & Estate

Crypto And Estate Planning Series Part 2: Avoiding Probate of Crypto Assets Through A Living Trust

Trust & Estate

How Do I Select An Estate Planning Attorney

Trust & Estate

Crypto And Estate Planning Series Part 1: Cryptocurrency Basics

Trust & Estate

How Does The Title to Assets Impact How Those Assets Pass When I Die?

Trust & Estate

As A Trust Beneficiary, How Can I Determine What I’m Entitled To Receive From A Trust?

Trust & Estate

How Does The Estate Tax Work?

Trust & Estate

What Special Rules Must Be Considered When Estate Planning For A Spouse Who Is Not A U.S. Citizen?

Trust & Estate

Don’t Forget To Think About Income Taxes When Doing Estate Planning

Trust & Estate

What Sophisticated Charitable Giving Options Are Available To Donors?

Trust & Estate

What Is My Job As An Executor Of A Probate Estate?

Trust & Estate

How Do Charitable Remainder Trusts Work?

Trust & Estate

What Fiduciary Roles Do I Need To Be Prepared To Discuss With My Estate Planning Lawyer?

Trust & Estate

What Should I Bring To The First Estate Planning Meeting I Have With My Lawyer?

Trust & Estate

How Do I Choose A Trustee To Act After I Die?

Trust & Estate

The Trust Protector: Powers, Duties, Responsibilities And Liabilities

Trust & Estate

How Do I Choose A Guardian For My Minor Children If I Die Before They Turn 18?

Trust & Estate

Why Do I Need An Estate Plan?

Trust & Estate

How Can I Manage Financial Assets For A Parent Who Has Lost Capacity?

Trust & Estate

How Are Estates Taxed?

Trust & Estate

Crypto And Estate Planing Series Part 3: Giving The Executor Or Personal Representative Access To Private Keys At Death

Trust & Estate

What Needs To Be Done When A Loved One Dies?

Trust & Estate

Can I Get Away With Giving Personal Items To My Children Without Reporting Those Gifts For Gift Or Estate Tax Purposes?

Trust & Estate

How To Give Effective Crummey Notices So Gifts To Trusts Qualify For The Annual Exclusion

Trust & Estate

Personal Planning For Entrepreneurs – Giving The Business To The Children Without Losing Control

Trust & Estate

How Do Gift Taxes Work?

Trust & Estate

What Is My Job As Trustee Of A Trust?

Trust & Estate

Template: Estate Plan Questionnaire

Trust & Estate

What Is The Difference Between A Grantor Trust And A Non-Grantor Trust?

Trust & Estate

How Are Community Property Assets Treated As Part Of An Estate Plan?

Trust & Estate

How Long Before I Can Expect To Receive My Inheritance?

Trust & Estate

How Does The Generation-Skipping Tax Work?

Trust & Estate

How Does Death Impact Income Tax Basis

Trust & Estate

How Can Qualified Disclaimers Be Used To Benefit An Estate Plan?

Family Purpose & Preparation

Family Purpose & Preparation

How To Talk With Your Partner About Money

Family Purpose & Preparation

The Relationship Between Non-Cash Assets And Charitable Giving

Family Purpose & Preparation

3 Important Insights From Female Family Leaders

Family Purpose & Preparation

The Likeability Trap: How To Balance Authentic Leadership With Success

Family Purpose & Preparation

Wealth Plans Checklist Series: Advanced Estate Plan – Wealth Transfer Tax Planning

Family Purpose & Preparation

The Blended Family Challenge

Family Purpose & Preparation

Wealth Plans Checklist Series: Entrepreneurship Plan

Family Purpose & Preparation

5 Ways To Make Your Giving Transformational

Family Purpose & Preparation

Responsive Vs. Strategic Grantmaking: Which One Is Right For You?

Family Purpose & Preparation

Finding Purpose – How It’s Different From Passion

Family Purpose & Preparation

Family Meeting – Effective Communication

Family Purpose & Preparation

4 Simple Steps To Shift From Planning To Doing

Family Purpose & Preparation

Make Conflict Great Again

Family Purpose & Preparation

Mediation As Alternative Dispute Resolution

Family Purpose & Preparation

Wealth Plans Checklist Series: Family Strategic Plan

Family Purpose & Preparation

Family Held Entities For Planning

Family Purpose & Preparation

Family Meeting – Effective Meetings

Family Purpose & Preparation

Wealth Plans Checklist Series: Wealth Education & Stewardship Plan

Family Purpose & Preparation

Wealth Plans Checklist Series: Estate Tax & Liquidity Plan

Family Purpose & Preparation

Empower Your Philanthropy With These 4 Questions

Family Purpose & Preparation

Next Generation Engagement: Steward or Consumer?

Family Purpose & Preparation

Wealth Plans Checklist Series: Succession And Contingency Plan

Family Purpose & Preparation

Family Dynamics – What’s the Story?

Family Purpose & Preparation

4 Unique Challenges Of Female Inheritors

Family Purpose & Preparation

Equipping Female Leaders With The Right Tools

Family Purpose & Preparation

10 Things All Female Inheritors Need To Know

Family Purpose & Preparation

The Family Meeting

Family Purpose & Preparation

A Year Of Crisis Forced Foundations To Change Bad Practices: They Should Never Revert To The Old Ways

Family Purpose & Preparation

Wealth Plans Checklist Series: Basic Estate Plan

Family Purpose & Preparation

Family Business Succession: More Than Meets The Eye

Family Purpose & Preparation

Evolution of Decision Making Complexity

Family Purpose & Preparation

The Family Wealth Coach: A Change Agent

Family Purpose & Preparation

Formalize Decision Making

Family Purpose & Preparation

10 Essential Roles Of Good Foundation Boards

Family Purpose & Preparation

Wealth Plans Checklist Series: Communication Plan

Family Purpose & Preparation

Wealth Plans Checklist Series: Leadership Development Plan

Family Purpose & Preparation

5 Mistakes To Avoid When Pursuing Strategic Grantmaking

Family Purpose & Preparation

The Family Meeting – Importance of Feedback

Family Purpose & Preparation

Family Limited Partnership (FLP) Vs Family Limited Liability Company (FLLC)

Wealth Education Tools

Wealth Education Tools

Activity: Financial Behavior Survey

Wealth Education Tools

Creating an Investment Policy Statement

Wealth Education Tools

Activity: Reading A Credit Report

Wealth Education Tools

Interactive Game: All Roads Lead to Trusts

Wealth Education Tools

Activity: Compound Interest Calculator & Goals

Wealth Education Tools

Activity: Reasons To Learn Savings, Expenses, & Budgeting – Benefits & Imagery

Wealth Education Tools

Interactive Game: Trustee & Beneficiaries Trivia

Wealth Education Tools

The Importance of Wealth Education

Wealth Education Tools

Activity: Identifying Your Financial Goals

Wealth Education Tools

Tips And Tools To Get Your Teenager Excited About Finance

Wealth Education Tools

Activity: Wants Vs. Needs Self-Assessment

Wealth Education Tools

Activity: Prepare To Invest – Build Your Plan

Wealth Education Tools

Activity: Deciding Between A Roth IRA And Traditional IRA

Wealth Education Tools

Activity: When To Use A Credit Card Vs A Debit Card

Wealth Education Tools

Interactive Game: Estate Plan 101 Jeopardy Quiz

Wealth Education Tools

Activity: Aligning Budgets To Lifestyle

Wealth Education Tools

Interactive Game: Trusts & Estates Crossword Challenge

Wealth Education Tools

Interactive Game: Wealth Transfer Taxes

Wealth Education Tools

Activity: Calculating Your Net Worth

Wealth Education Tools

Template: Personal Finance Calendar

Wealth Education Tools

Activity: Determine Your Risk Tolerance Level

Wealth Education Tools

Wealth Tools For Defining Your Shared Family Purpose

Wealth Education Tools

Interactive Game: Trusts & Estates

Wealth Education Tools

Activity: Debt Risk Assessment

Wealth Education Tools

Interactive Game: Estate Planning Trivia

Wealth Education Tools

Template: Lowering Your Expenses

Wealth Education Tools

Activity: Create Your Savings Plan

Financial Literacy

Financial Literacy

How Does Your Credit Score Impact You

Financial Literacy

Financial Mindset

Financial Literacy

Financial Moves To Make In Your 20s

Financial Literacy

Financial Moves To Make In Your 30s

Financial Literacy

Video: ESG Disclosures for Investment Advisors

Financial Literacy

Finances And Budgeting For Teenagers

Financial Literacy

Investing Is Personal: Shouldn’t Wealth Advisors Build Portfolios As Unique As Their Clients?

Financial Literacy

Activity: Assessing Your Retirement Plan

Financial Literacy

Form K-1 Basics

Financial Literacy

Template: Personal Financial Statement

Financial Literacy

Financial Lessons Every Adult Should Be Aware Of

Financial Literacy

Activity: Higher Education Options

Financial Literacy

The Impact Fees May Have on Your Return

Financial Literacy

Value Of Diversification

Financial Literacy

Activity: Prepare For & Identify Income Opportunities

Financial Literacy

What Is A Callable Bond And How Do They Work?

Financial Literacy

Why Are K1 Forms Often Delayed?

Financial Literacy

Activity: Publicly Traded – How The Stock Market Works

Financial Literacy

What is a 529 Plan?

Financial Literacy

Investing 101 – Getting Started

Financial Literacy

Investing Basics

Risk Management

Risk Management

Top Threats Facing High Net Worth Families Today

Risk Management

Insurance Policy Self-Assessment

Risk Management

Minimizing Your Digital Footprint: Taking Back Control Of Your Information Online

Risk Management

Life Insurance: Five Step Process

Risk Management

Reduce Your Risk Of Fraud

Risk Management

Factors Influencing Carrier, Product, Design And Strategy Recommendation

Risk Management

Your Estate Plan Advisors Want You To Choose A Trustee – Now What?

Risk Management

How To Accelerate Your Life Insurance Purchase

Risk Management

Life Insurance Product Overview

Risk Management

Simple Cybersecurity Practices That Will Prevent Long-Lasting Harm

Experiences

Experiences

Long Term Stays In Greece

Experiences

The Lake Tahoe Real Estate Market Is Hot – Take An Exclusive Tour Inside Two Recent 8-Figure Estate Sales

Experiences

Yacht Charter Crew – Understanding How Your Crew Provides A Perfect Charter

Experiences

Sensational Santorini

Experiences

5 Top Tips To Achieving Golfing Happiness

Experiences

Corfu: Live The Local Ionian Island Life