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    Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust,

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person

If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich,

      There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in