Home » Archives by category » Wealth Management » Asset Protection
Wealth transfer opportunities: A silver lining in today’s economy Part two of two
Wealth transfer opportunities: A silver lining in today’s economy Using trusts to transfer wealth Part two of two by Richard Kohan Partner, Private Company Services/Personal Financial Services The use of…
Wealth transfer opportunities: A silver lining in today’s economy Part one of two
Wealth transfer opportunities: A silver lining in today’s economy A two-part series Developing a sound approach Part one of two By Richard Kohan, national partner-in-charge of PricewaterhouseCoopers’ Private Company Services…
Wealth Preservation Trusts
by Bruce Fenton “Put not your trust in money, but put your money in trust,” advocated the late Oliver Wendell Holmes. Today, trusts play an important part for those wishing…