Thought Leadership

Grain of Wood

Enjoying Sudden Success? Protect Your Growing Wealth for Generations

If you’re a rising professional in your 30s or 40s, perhaps an executive in the booming oil and gas sector or a talented software developer, then you’re likely achieving enviable financial success. But how can you ensure that all your newly accumulated wealth is protected for both you and your…

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Monopoly House Pieces

Smart Estate Planning Begins With Protecting Your Assets

It’s one thing to earn enough to live a comfortable lifestyle. It’s yet another to develop a plan for protecting your assets so that there’s more for your heirs after your death. If you’ve been fortunate enough to achieve the former, there are estate planning tips to help with the latter.

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Family Business

3 Bills Form Tax Reform 2.0

On September 13, the House Ways and Means Committee passed three separate bills that will be the cornerstone of what is being referred to as Tax Reform 2.0.

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