Benefiting from Intrafamily Sales

Marguerite Weese |
Wealth Planning

In a perfect world, creating and implementing your estate plan would be a straightforward process. Your intended distribution of assets would meet your goals and your family would see the plan as equitable to everyone.

In reality, however, developing an effective estate plan can be a challenge both emotionally and financially. For example, you may own an illiquid asset that comprises a large part of your estate, such as a closely held business or income-producing real estate.


Capital Perspectives September 2018

Tony Roth |
Investment Management

In the September issue of our monthly flagship publication, we feature:

On the Record by Chief Investment Officer Tony Roth discusses how, despite the stock market’s continued positive performance, rising political and trade risks require a shift in portfolios.
In Focus provides a look at growing levels of household debt—in particular, student loan debt—and what it indicates for consumer spending and the U.S. economy.


Four Divorce Risks Your Clients May Not Know Exist

Blair Talty |
Wealth Planning
Reform and Divorce NC.jpg

Help clients take a long-term view to protect family wealth during divorce.Divorce can derail family wealth and affect generations far beyond just one couple.Even those who are not divorcing or contemplating divorce—including those beginning prenuptial planning—could benefit from knowing what’s at stake in the event of a divorce, be it their own or that of a business partner, parent, sibling, or descendent.