Latest Content

The Flexibility and Freedom of a Delaware Directed Trust

Carol G. Kroch |
Wealth Planning
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A planning option when you need a trust, but want to or must maintain control. Many high-net-worth families find that their wealth is concentrated in a particular investment or sector, making estate planning difficult. A trust is an effective vehicle to overcome this obstacle and to transfer wealth to the next generation or to protect

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Holistic Succession Planning for Family Business Owners

Donald P. DiCarlo Jr. |
My Business
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Learn about succession planning strategies business owners.  Lack of proper financial planning is a surefire way to lose the family business you’ve worked so hard to create. You can implement a number of business transition strategies to help you maximize your legacy’s ultimate value. As your family and business change, so should your plans for their

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Do You Need a Corporate Executor?

Wealth Planning
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Selecting family members to manage your estate could possibly do your loved ones more harm than good. The duties of an executor can be complex, time consuming, and potentially risky for an individual. A corporate executor can provide a level of expertise that will make the estate settlement a smooth process for all concerned. Beneficiaries

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