Too many wealthy households commit these common blunders.
Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid.
At the beginning of each year, most people completely reassess their finances, hoping they can make the next 12 months better than ever before. Do your own finances need a course adjustment?
If so, five major tasks will help you maximize your financial 2016, from maxing out your retirement contributions to being altruistic. Here's what they are: