Why Wealthy Kids Don't Just Have It All Made in the Shade

A central goal for most, if not all, of our clients with children, is to make sure that their kids are in a position to succeed when they enter adulthood. As parents, they worked their entire lives to make life easier for their children than they had it, and to provide a great education and the freedom to follow their dreams.

For affluent families, one might assume that their children will start their adult life at the finish line. With proper estate planning and tax planning, their children will be the beneficiaries of a considerable