Signs seem to be pointing towards a marked decrease in economic activity across the board. What, if anything, can sentiment indexes tell us about what to expect in the months ahead?
Several studies and national surveys show that many adults living in America lack some of the most basic knowledge and skills needed to engage in healthy financial decision-making. In fact, according to the Standard & Poor’s Global Financial Literacy Survey, only 57% of American adults can be considered to be…
The pandemic and subsequent supply chain disruptions have made for a chaotic past few years in the yachting industry. This year’s Discover Boating Miami International Boat Show shows signs that the industry is still in flux. Over the course of the boat show, reporters from Florida Trend interviewed sales representatives,…
The annual Fort Lauderdale International Boat Show wrapped up after five days of exhibits and attractions at the Bahia Mar Yachting Center. As the world’s largest in-water boat, attendees were able to meet with full field of exhibitors and a wide variety of vessels.
For families whose wealth is comprised of significant commercial or residential real estate holdings, the Graegin Loan is an estate planning technique that can be employed post-mortem, to help avoid a “fire sale” of family assets.
The charitable remainder unitrust lets you defer capital gains tax on highly appreciated assets, make a meaningful gift to charity, and realize a tax-favored stream of income.
Learn about taxation under Biden’s “American Families Plan.”
Recently, we reviewed the estate plan of a Massachusetts client with a $50 million-plus estate. The estate plan was relatively simple and we had a lot of ideas to take it to the next level. But first things first.
How entrepreneurs contemplating their exits can reduce the risks of bad timing and just plain bad luck.
Foundations are legal entities, requiring governance including a board of directors or trustees. At least 5% of the foundation’s assets must be distributed each year.