Tag 'Estate Planning'
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Personal FinanceFive Mistakes to Avoid in RetirementHow you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations. -
Personal FinancePreparing for the Transaction of a LifetimeSelling a business should be the reward for years of entrepreneurial savvy and hard work. Here’s how to make the process go smoothly. -
WatchVIRTUAL EVENTSmyGemma series: Luxury HandbagsLearn about selecting and collecting luxury handbags.Watch Now -
WatchVIRTUAL EVENTSmyGemma Series: Luxury WatchesLearn about collecting luxury watches.Watch Now -
Personal FinanceFinancial Planning for 2023The moves to make to start 2023 on the right track. -
Giving BackCreating Your Philanthropic Mission StatementWhat are the values that drive you? What matters most? -
FamilyNext Generation Gifting ConsiderationsAs you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used. -
FamilyA Time of Transition: You’ve Been Named Executor of a Parent’s WillHere are some key guidelines. -
Personal FinanceTying the Financial Knot: Money and MarriageWhat to consider when it comes to marriage and money. -
FamilyAre We Rich? Talking With Kids About Money in the Digital AgeMost families would benefit from talking about family wealth a good deal more. -
WatchVIRTUAL EVENTSThe Art Market During Economic UncertaintyUnderstand the impact of the pandemic on the global art market and future trends.Watch Now -
FamilyThe Cost of Superstition: Picasso's Cautionary TaleA lack of planning can leave your heirs with more questions than answers. -
FamilyTo Prenup, or Not to Prenup?Navigating sensitivities to protect your family's best interests. -
FamilyAre You Ready for Your Digital Afterlife?We know to make sure our heirs can access our online bank accounts, but what about the rest of our digital selves? -
FamilyThe One Conversation You Should Be HavingTake these steps to ensure you have trusted decision-makers in place should you—or your parents—become incapacitated.