At a Glance What Do Revocable Living Trusts Do? Revocable living trusts (RLTs) allow individuals to avoid probate and plan for incapacity. By itself, a revocable living trust does not provide asset protection or estate tax benefits. However, revocable living trusts can serve as the foundation for an estate plan that uses these irrevocable trusts. […]
Cornerstone
A Reading List for Every Family Office
This family office reading list addresses the unique ecosystem of the family office. Any discussion of family office administration has to consider the complex relationships between elder and rising generations, trustees and beneficiaries, advisors and family members. The following family office books are not the only books on the subject, nor are they ranked in […]
What is Real Wealth?
Real Wealth How do you measure your wealth? Most of us immediately think about bank accounts, investments, or real estate. Thinking more broadly, we might include skills we’ve acquired, a social network, and health. In fact, all of these are equally valid definitions of wealth. Wealth is really what makes us flourish as human beings. […]