Wealth Matters

Open pages of a book against a red background

October 6, 2022

Displaying 1-1 of 1

Family’s dynamics: A critical consideration for effective estate planning

Gwenyth Stadig, M. Elena Hoffstein

Introduction A well-executed estate plan ensures that wealth is transferred from one generation to another in a tax effective and strife-free way. Crucial to the planning process is a consideration of the many potential pitfalls that may emerge during both the...


Displaying 1-1 of 1