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The Other Reasons For Estate Planning

  Good discussion of incentive trust planning: Many subjects that serve as substantial planning motivators aren’t found on client questionnaires and are frequently absent from planning discussions. Source: The Other Reasons For Estate Planning (Well actually, we...

Life Insurance: It Was Never Just About Taxes

  This article raises important points — plan for the long-term and don’t let taxes direct the planning over more important goals — plus it’s a good review of the many benefits of life insurance. But as I’ve previously noted, the...

Six Things Family-Owned Firms Should Know About Succession Planning

  Among the chief goals of succession planning is providing continuity of management and minimizing the tax costs of transferring property interests to new generations.Source: Six Things Family-Owned Firms Should Know About Succession Planning

Marijuana causes schizophrenia, heart attacks, and firearm prohibition

  And don’t forget it also bars you from possessing a firearm, under at least federal law. Marijuana does raise the risk of getting schizophrenia and triggers heart attacks, according to the most significant study on the drug’s effects to date....

Twelve “Star Wars” Lessons For Becoming A Financial Planning Jedi

  A truly nerdy advisor with too much time on his hands put this together. Why nothing on Star Trek TOS? In preparation for “Rogue One: A Star Wars Story,” here are 15 lessons from the film series to help you be a financial planning Jedi. Source:...

#AssetProtection: How “Gamification”’ Can Improve Family Education and Engagement

  Family businesses spend an extraordinary amount of time and capital (financial, human and intellectual) on skill building and education within the family system. Rising members of the family system must master many different skills. Some of these skills can be...

#AssetProtection: When Family Conflict Threatens the Business

When conflict arises between family and business goals, the natural inclination to minimize it can lead to a pattern of dysfunctional communication and greater conflict. The common practice of triangulation rarely leads to resolution of underlying issues and can be...

#FamilyProtection: George H.W. Bush destroys own legacy, exercises power of (dis)appointment

In failing to deny he is voting for Hillary, the senior Bush has utterly destroyed any remaining political legacy for his entire family. Maybe another legacy is more important — a financial one, perhaps? Many former GOP officials from both Bush administrations...

#VentureProtection: Once more, Ivanka Trump steps into spotlight for her father

Trump has long relied on his children in business. Ivanka, Don Jr. and Eric all hold executive positions at the Trump Organization, working in side-by-side-offices a floor below their father’s.That same family-driven model has extended to politics. Trump’s...

Working long hours harms women but protects men, study shows 

Women who put in long hours in their careers greatly increase their risk of developing life-threatening illnesses, including heart disease and cancer, a new study has shown. Source: Working long hours harms women but protects men, study shows  If attacked, do you want...

Generation Snowflake feminists are creating a culture where women are terrified of being offended

A top British thinker has claimed young women are in the grip of a “hysteria” which has made them unable to cope with being offended. Claire Fox, head of a thinktank called the Institute of Ideas, has penned a coruscating critique of “Generation Snowflake”, the name...
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