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Is my money safe? Understanding the impact of a bank collapse
6 minutes read

Is my money safe? Understanding the impact of a bank collapse

The recent collapses of Silicon Valley Bank (SVB) and Signature Bank (Signature) resulted in two of the three biggest bank collapses in U.S. history, behind the 2008 collapse of Washington Mutual. This has created uncertainty over the stability and liquidity of all banks, especially for those with...
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Inheritance or Legacy?
5 minutes read

Inheritance or Legacy?

It takes no planning to leave an inheritance, you just have to pass away owning something. However, most wealthy families are more interested in leaving a legacy, which does require significant thought and planning. The Dilemma John has worked his entire life to achieve success in both his p...
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Tax-Efficient Strategies When Selling a Business
5 minutes read

Tax-Efficient Strategies When Selling a Business

For business owners who may have worked for decades to build up their companies, deciding to sell the business can be an emotional process. But it’s also a practical one where savvy business owners need to find ways to minimize the tax implications of selling a business to benefit themselves and oth...
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Now Is the Time to Review Estate
4 minutes read

Now Is the Time to Review Estate

Wealthy individuals who’ve completed their estate plans may consider the job done. But estate planning is a journey, not a destination. So many factors — personal, financial, and political — can change over time and challenge the effectiveness of even the best-constructed estate plan. That’s why it’...
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How to Create Liquidity by Selling a Business to an ESOP
5 minutes read

How to Create Liquidity by Selling a Business to an ESOP

Selling a closely held business can be an incredibly complex process that requires a lot of thoughtful planning. For business owners, two challenges often come to the forefront: finding a buyer and creating a liquidity event for the business owner. Selling a business to an employee stock ownership p...
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Income Tax Planning in Early Retirement: Strategies for HNWIs
5 minutes read

Income Tax Planning in Early Retirement: Strategies for HNWIs

Anyone entering retirement must manage the tax implications that come with shifting their primary income source from their employer to other income streams like social security. But for high-net-worth individuals (HNWIs) with robust portfolios, income tax planning can be particularly complex. Retiri...
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