HOME
BUSINESS NEWS
PERSONAL FINANCE
BUSINESS RESEARCH
The Ross Companies is an independent advisory firm providing strategic guidance to senior management, corporate boards and high net worth individuals and families.
Vision guided by wisdom
Recommended Readings
Farewell To My Inheritance
I know, I know. It’s appalling to be thinking about an inheritance; my thoughts should be on my 91-year-old mother, who had a stroke and for the last three and a half years has required round the clock medical care.
4/30/2018

An E.R. That Treats You Like a V.I.P.
At 3 a.m. on a recent Sunday, Herb Wilson’s wife fell backward in the bathroom of their New York apartment and hit her head. It was not her first fall. She has Parkinson’s disease and has fallen many times, causing him worry.
4/21/2018

What It Was Like to Finally Write My Will
Preparing for an eventual demise by drawing up a will — is a good idea. A will smooths the way for your heirs to inherit whatever you’re going to give them, saving time and money. Wills can also help you avoid tax pitfalls and feuding heirs
4/9/2018

Life After Your Death? Here’s Why You Should Have a Trust
Everyone needs a will, but, increasingly, estate planners say people also could benefit from setting up a trust while they are alive. That step would help assure that their assets are distributed more quickly, their bills paid promptly and continuously and personal information about property and other assets be kept out of the public eye.
3/26/2018

Multi-Faceted Planning Essential For Client Financial Success by Joseph E. Godfrey III, MBA, CLU, AEP and Martin M. Shenkman, CPA, MBA, JD
Planning for the future today is very different from when our parents' generation looked at retirement. My co-authored article Multi-Faceted Planning Essential For Client Financial Success¯ was published by CCH in November 2017. The Questions to Evaluate¯ on the last two pages offer points to ponder as we move through life and have responsibilities and ties to various people and organizations over time.
2/2/2018

More Headlines...
The Ross Companies | 424 Madison Avenue, 14th Floor | New York, New York 10017 | Office: (212) 582-2524 | Fax: (212) 315-4274
Admin Login | Admin Log Out

Powered by CEOExpress® - Terms & Conditions apply