C-Suite News
Planning ideas for founders, executives and their families: equity and compensation, exits, divorce, special needs and the insurance, tax and estate questions in between.
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How Does Divorce Impact a Special Needs Family?
Divorce is a scary endeavor filled with emotions, memories, and potentially a lot of fighting over how to split years worth of…
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Which Special Needs Trust Is Right For You?
If you have ever planned for an important event in the future like a birthday, vacation, or wedding, then you know there…
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Divorce: To Fight or Not To Fight… Your Wallet Wants To Know!
I am sure when William Shakespeare wrote “To be or not to be” in the immortalized ‘Hamlet’ he never thought how profound…
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The Basics of Special Needs Trusts
When we think about planning for the future, we usually think about what we are going to have for dinner, or what…
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What’s The Right Question Your Planner Should Ask You?
Too often I have spoken with investors who want to understand how their portfolios are allocated, how they are performing, if they…
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Divorce: 3 Ways To Get Screwed
It it silly to think that had the marriage lasted the “hot and heavy” aggression would have been kept behind closed doors…
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Special Needs Team: Who’s On Your Team?
Special Needs planning can be an intense process that requires the coordination of multiple individuals to work together. In many cases the…
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To Pay or Not to Pay For a Financial Plan?
I used to work for a couple of the “big box” investment firms, where one was touted for their investment research and…