On Watch – September 2020

By D. Fort Flowers, Jr., CFA® on September 25, 2020

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The latest edition of On Watch is now available for download. This issue features articles about estate planning opportunities in the current tax law environment, investment and personal wealth planning for life after the sale of a business, and tips and ideas for encouraging financial independence for children of all ages. Contributors to this issue are Hilary H. Lane, JD, D. Fort Flowers, Jr., CFA, and Sara Schultz.

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Download the latest edition here.

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: CEO, Corporate Trustee, Estate Freezes, Estate Planning, Family Business, Finance for Kids, Financial Literacy, Financial Planning, Gift Tax Exemption, Governance, Investment Planning, Next Generation, Retirement Planning, Step-Up in Basis, Tax, Tax Cuts and Jobs Act, TCJA, Wealth Management

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