Intergenerational wealth conversations are structured family discussions about money, values, and legacy...
Intra-family loans let owners transfer business equity to relatives while keeping operational control...
A Spousal Lifetime Access Trust (SLAT) is an irrevocable trust one spouse creates for the other that...
Lifetime gifts are transfers you make while alive that can shrink your taxable estate, help heirs sooner,...
A family mission statement is a concise declaration of shared values and goals that guides how a family...
Intra-family loans are formal loans made between relatives to move money across generations while retaining...
A clear, objective valuation is essential when transferring or buying out a family business to avoid...
Non-financial transfers are the intentional passing of values, roles, knowledge and governance to heirs...
A Family Limited Partnership (FLP) is a legal structure families use to consolidate assets, preserve...
Customizing transfer strategies for same-sex couples means tailoring titling, beneficiary designations,...