Gratitude and Thanksgiving
In this season of gratitude, it is an honor to be mentioned and publicly thanked for my contributions in the estate planning sphere. While recognition is always appreciated, I share my ideas and knowledge as a gift to my greater community and readers to learn about the importance of planning and protecting your legacy. With four generations of experience, these issues are top of mind in our family. However, we are contacted by many who are unaware of the pitfalls of letting assets go to probate court or wasting most of the assets value in an estate on legal battles. My wish this holiday season is that you give your family and yourself the peace-of-mind that comes with clear communication and sound estate planning.
Here is a list of publications from Family Wealth Report to help you with strategies for art collections, collectibles, UHNW strategies, and family estate planning:
Domestic Vs Offshore Asset Protection Trusts: Essential Strategies For UHNW Clients
https://www.familywealthreport.com//article.php?id=205398
Watch Collecting
https://www.familywealthreport.com//article.php?id=205244
Safeguarding the Authenticity and Value of Art in a Digital Age
https://www.familywealthreport.com/article.php/How-To-Save-Artists%2C-Collectors-From-
How to Talk to UHNW Clients About Their Art Collection and Collectibles
https://www.familywealthreport.com//article.php/How-To-Talk-To-UHNW-Clients-About-
You’re Dead” Now What Happens to Your Collections
https://www.familywealthreport.com//article.php/You%E2%80%99re-Dead%2C-Now-
What-Happens-To-Your-Collections%3F?id=204429
How to Legally Disinherit Family Members
https://www.familywealthreport.com/article.php/How-to-Legally-Disinherit-Family-Members-
How HNW Collectors Safeguard Their Cultural Legacy
https://www.familywealthreport.com/article.php/-How-HNW-Collectors-Safeguard-Their-Cultural-Legacy