Asset Protection Planning to Safeguard Your Wealth
The purpose of a good asset protection plan is to safeguard your wealth from unwarranted claims of predators and creditors and to keep a nest egg amount of money safe if your financial world blows up.

Charitable Giving As a Bridge Between Generations
Approached sensitively, charitable giving can be a wonderfully unifying force. Children can be quite positive about funds designated for charities when they are allowed to have a role in the charitable decision-making.

Estate Planning in Uncertain Times
This is not the first time in history that the economy has faltered. And it won't be the last. If some of your wealth has been eroded or is in jeopardy, it is more important than ever to assure that what remains of it is distributed to your heirs and beneficiaries as efficiently and effectively as possible.

Preparing Adult Children for Inheritance: How to Maintain Harmonious Relations Across Generations
Wealth created by one generation can deeply enrich the lives of generations to follow. However, multi-generational wealth may also pose challenges. In an article for Wealth Management Exchange, Joe Calabrese of Harris myCFO explores the four basic issues of inheritance: entitlement, differing needs, the grandchild conundrum, and distribution.

Ten Estate Planning Guidelines for the High Net Worth
WME takes some of the legalese out of estate planning.

Minimizing Estate Taxes: Don't Wait Until You Die To Start Giving Away Your Millions
Two case studies present tax-saving game plans.

Ten Essential Year-End Tasks to Safeguard Your Estate
The end of the year means it's time to review your investment and estate plans and make the moves that will safeguard your estate from unnecessary taxation. It is also a critical time to make sure your investments are in line with changing objectives for yourself and your family.

Transferring Wealth to Charities: What are Your Options?
Get a sense of which charitable vehicle or vehicles most suit your needs and interests.

Retirement Planning - Donating Pension Plan Assets: Charities Gain, IRS Loses
A case study on shielding pension assets from the tax collector.

Preserving the Value of Your Art Collection: Tips for Effective Art Succession Planning
Failure to plan for these assets during your lifetime can prove costly.