Personal Wealth Advisors Blog

A presentation on “Family Office Succession and Transition” and why 70% of wealth transitions fail by the third generation (“G3”).

A health care proxy and living will are legal documents that are commonly part of an estate plan.

The Federal Reserve Board approved a 3/4 percentage point increase in the primary credit rate to 1.75 percent, its largest since 1994, in an attempt to curb rising inflation.

When trying to pass your artwork or collectibles to your heirs, consider these ABCs of collectible planning: “Appraisal,” “Basis” and “Communication.”

A recent webinar discussed the importance of communication in creating and maintaining family cohesion among generation 1 (“G1”) and the younger generations (“G2” and “G3”).

Customized technology solutions can help modern family offices create roadmaps to reach their strategic goals and objectives, aid in data-driven decision-making, and provide opportunities for outsourcing to free up internal resources.

In February 2022, the U.S. Treasury issued a notice of proposed regulations regarding the distribution rules for inherited IRAs and other retirement plans by eliminating the life expectancy payout (“stretch IRA”) for most beneficiaries under the 2019…

A look at the U.S. Federal Reserve’s decision to raise its benchmark interest rate by half a percentage point on May 4.

Tim Speiss, EisnerAmper Personal Wealth Tax Partner, was recently interviewed on Yahoo Finance TV sharing some of the biggest tax mistakes people make in retirement.