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Risk Management Estate Planning

Woodruff Sawyer

The Impact of Current Trends on Investment Firm Risk Management

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Looking ahead at the investment advisory industry, three trends stand out: an increase in the number of investment advisors, expansion of investment firm services, and a growing population of trust clients. In this...more

Rivkin Radler LLP

Legal Spring Cleaning and Refreshing Your Affairs

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Springtime is the time of year to start fresh. This ritual does not just apply to clearing the clutter, refreshing the inside of your house, and completing home improvement projects. It is also a good time to organize and...more

Mandelbaum Barrett PC

Navigating Q4 as a Family-Owned Business

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As Q4 is in full swing and as 2023 begins to draw to a close, family-owned businesses find themselves at a crucial juncture, reflecting on the year gone by and strategically planning for the future....more

ArentFox Schiff

The Reality of Artificial Intelligence in the Family Office Realm

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Across industries, professionals are talking about the opportunity and utility of artificial intelligence (AI). In the estate planning and family office realms, two fields that require a distinctly human touch, advisors...more

Farella Braun + Martel LLP

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high net worth individuals. When engaging in conversations with philanthropic clients, it is crucial to help them determine suitable assets for...more

Foodman CPAs & Advisors

Many Taxpayers Realize That This Is The Right Time To Think About Financial Planning

Professional service providers including CPAs, Attorneys, Life Insurance Agents, Bankers, Brokers, Investment Advisors and Certified Financial Planners often are viewed a Taxpayer’s financial planning “trusted advisors”. ...more

Winstead PC

Administering Trusts in Recessions: Trust Loans to Beneficiaries

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Beneficiaries often request that a trustee make them a loan from trust property. In an economic downturn, such requests are even more prevalent. As a general rule, a trustee should not want to make a loan to a beneficiary as...more

Lewitt Hackman

What Documents Can I Destroy While Sheltering at Home?

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The following are intended to be helpful tips to assist you in clearing some clutter while we have some time at home....more

Foodman CPAs & Advisors

Financial Planning Season: A way to evaluate your Provider

After the tax filing season, many Taxpayers realize that this is the right time to think about financial planning; given the fact that their financial records are updated and handy. ...more

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