Talking to Your Children About the Family Wealth

Libby Turner, CEPA™️ |
Emerald GEMs

Nov. 16, 2021—Wealthy parents often avoid talking with their children about the family wealth. Some may feel the subject is taboo, others may worry that knowledge of an inheritance will negatively affect their kids. However, it is important to have these conversations to prepare your children for the wealth they will inherit.

Listen...


New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next

Sharon L. Klein |
Wealth Planning

Learn about what passed, what didn’t, and what’s next for New York’s 2021-2022 legislative session with an overview of important new legislation and pending proposals, including: Highest income tax rates in the country enacted.New Power of Attorney form goes into effect, requires two disinterested witnesses and notary.On the heels of the recent Tax Court case valuing Michael Jackson’s name and image, brand new post-mortem publicity rights take effect in New York.

Read More...


Overcoming the Grief of Selling a Family Business

Jerry Inglet, Ed.D |
Emerald GEMs

June 29, 2021—For many family business owners, the company they developed and grew over the years has shaped their identities, given them purpose, and may have been the catalyst for keeping their families together. Following the sale of a family business, some may feel a sense of loss and perhaps even regret, unsure about what to do next.

Listen...