WHEN IS AN INHERITANCE TOO BIG?
Creating a legacy can be challenging for high-net-worth individuals because of the size of their assets and the complexity of the vehicles used to pass wealth to the next generation. But there are many other considerations. In a recent article published in Private Wealth, Robert Kuchner, CPA, PFS, shares his experience and observations on:
The psychological and emotional impact of inheritance decisions
How to help your clients establish their goals so you can design an appropriate plan
The risks of transferring wealth to the next generation
Alternatives to a traditional legacy planning
To read the article, click here.
AREAA Manhattan's 2016 East Meets West Real Estate Conference
The rise of Asian economies and, in turn, Asian investors has proven to be one of the most significant developments in global real estate over the last decade. Enormous sums of money are flowing across borders in all directions.
James Robbins, Principal, and Joanne Chiu, Director, will explore these topics at AREAA Manhattan's 2016 East Meets West real estate conference on November 1, 2016.
Marks Paneth Launches Healthcare Practice with Addition of Jacob Beniawski and Joseph Frohlinger
We are proud to announce the launch of our Healthcare Practice. The practice will be spearheaded by two industry veterans —Jacob Beniawski, Partner, and Joseph Frohlinger, Principal — each bringing more than 25 years of experience serving the healthcare industry.
“The formation of our Healthcare Practice is the natural result of synergies across our firm’s practices and yet another exciting step toward our firm’s strategic vision,” said Harry Moehringer, Managing Partner.
Read the full release here.