Tag: Family Culture
-
Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate planners in the substantive planning. As if that was not difficult enough, estate planners may also encounter important ethical issues. This webinar will discuss the often-counterintuitive ethical traps and landmines that estate planners face when working with blended…
-
Family Meetings: They are not what you might think they are!
The key to a family’s success is family education and trust building through an organized and prioritized family meeting process.
-
Estate Planning for the Problem Child
Parents’ desire to control the way their child spends his inheritance is not new, and the resulting complications of this endeavor are evidenced throughout literature and history. A popular Bible story, that of Cain and his brother Abel, provides an apt example of the complicated relationships among siblings and between children and their parents.
-
Non-Tax Advantages of Family Limited Partnerships
Closely-held businesses have been the backbone of job growth in this country, and it may well be that virtually all the net job growth during recent history was attributable to owner-operated businesses.
