Family Wealth — great article in Barron’s Penta for Palm Beach clients

If you deal with wealthy Palm Beachers or retired executives who move to Palm Beach Gardens or Jupiter, you may want to subscribe to Barron’s financial publication. www.barrons.com.   Each quarter, Barrons has a piece on family wealth, called Penta.  Penta deals with personal & financial issues for families with money.  So, if you are a Palm Beach probate lawyer who has an estate planning practice, or are a CPA or wealth advisor on PGA Blvd or Royal Palm Way, you may want to check out Barron’s.   If nothing else, I’m sure that your Palm Beach beneficiaries, clients and heirs will appreciate a copy of recent articles.  Many include topics about estate planning, wills, trusts, succession planning and dealing with transferring family wealth.  …. something a lot of Palm Beach clients can use insight on.