Whoops…they did it again! On April 16, the IRS issued Notice 2024-35, further kicking the can down the road regarding whether certain...
Family Wealth Planning
How to Help Your Child Buy a Home
Homeownership has long been a part of the American Dream. And based on the prices of homes and how quickly they are coming off the...
Giving Kids an Allowance Offers Valuable Life Lessons
Parents have so many decisions to make and so many responsibilities to fulfill. Giving your kids an allowance may not be at the top...
When to Have the Inheritance Talk with Your Kids
For most affluent baby boomers, crafting an estate plan is already on the to-do list (or already done). Equally important is the task...
Don’t Rush Inheritance Decisions
The Great American Wealth Transfer is under way. Baby boomers expect to transfer more than $30 trillion to their heirs over the next...
How Family Wealth Planning Meetings Can Safeguard the Success of Future Generations
It is widely believed that people are more reluctant to speak about money and finances than politics or sex. And that remains...
EKS Advisors Offer Two New Classes at Princeton Adult School This Fall 2019
Creating a Legacy That Lasts Give a man a fish, and you feed him for a day. Teach him how to fish, and you feed him for a lifetime....
Don’t Let Your Family Fall Apart After You’re Gone
We invest time in our families trying to ensure that our children and grandchildren live healthy, prosperous, and loving lives, long...
Does Work Ethic Fade with Inheritance?
Most people who have accumulated significant wealth over a lifetime of work, saving, and investing intend to leave a big chunk of...
Use Discipline to Become a Middle-Class Millionaire
As much as we might like to believe otherwise, there are not many shortcuts to becoming wealthy (except for winning the lottery and...
How Your Charitable Giving Priorities Can Impact Future Generations
Living a good life involves many things. Career, family, friends, and hobbies are part of the mosaic; so are spending your...
Your Financial Values are an Important Part of Your Legacy
Many people spend 40 to 50 years (sometimes more) working hard, saving, and investing. What’s the purpose? To take care of your...