The patriarch of a family once said, “My father traveled on the back of a camel. I drive a Ford. My son drives a Ferrari. His son is likely to ride a camel.” He’s not wrong: studies show that...
A MESSAGE FROM THE PRESIDENT
RECENT ARTICLES
Fiduciary Accounting Puts the “Trust” in Trust Administration
You place a lot of confidence in your trustee when it comes to the current management and future distribution of your wealth. But even the most well-intentioned fiduciary can inadvertently put your...
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Nobody wants to lose their independence as they age, especially not your senior Mom or Dad, or your elderly spouse. Chances are you do not want to either. Nobody wants to be a burden to their family;...
I Need a Step-up in Basis Appraisal. Does it All Need To Be Valued?
Jane Q Collector called stating she needed an appraisal for a collection of artwork, porcelain, furniture, and other valuables. Upon arrival at her Palm Beach Island Mediterranean style estate, we...
As children, we learn there can be “too much of a good thing:” a lesson gleaned from too many gummy bears and the inevitable stomachache. With age we become more selective, often prioritizing...