Latest
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Six Steps to Take if You've Recently Inherited Money From a Loved One
It’s important to deal with the emotional aspect first before tackling the financial one.
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How Might the Great Wealth Transfer Change Society?
As $84 trillion in assets move from Baby Boomers to younger generations, we could see a greater emphasis on financial technology and investing based on values.
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It’s Estate Planning Week: Here’s How to Get Started
You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away?
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Financial Planning Now That Your New Baby Has Arrived
First, congratulations! Second, a seasoned wealth adviser is here to share his knowledge and experience of planning for and protecting the future of his newborn.
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Are Your Heirs Prepared?
With wealth being transferred between generations, a surprising number of heirs are not ready to receive an inheritance.
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Four Reasons You Don’t Need a (Revocable) Trust
Sometimes a basic will, setting up TOD and POD designations and choosing beneficiaries for retirement accounts, life insurance and annuities will do the trick.
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Four Reasons Retirees Need a (Revocable) Trust
Just because an estate attorney or ad recommends a revocable trust doesn’t mean you actually need one. However, maybe one of the following situations applies to you.
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What Do No-Contest Clauses Have to Do With Undue Influence?
No-contest clauses deter challenges to your estate plan, but you might want to consider terms that allow for legit challenges related to undue influence.
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One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
