Latest
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
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Resist the Taboo: Talk to Your Kids About Family Wealth
Family discussions about money are important in educating children about financial concepts and the family’s legacy.
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Eight Steps to Take When Settling an Estate as the Executor
Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
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How to Decide How Much Money You Can Afford to Gift in Your Lifetime
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age.
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Five Mistakes High-Net-Worth Individuals Make in Retirement
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees.
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Six Benefits of Setting Up a Trust for Your Assets
Don’t leave your legacy up to someone else.
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Five Estate Planning Things You Need to Do Now
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more.
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How to Choose Your Power of Attorney When You’re Remarried
Should you appoint your new spouse or a child from your previous marriage? It all comes down to who will make the best decisions that are right for you.
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Four Ways to Give Money Tax-Free to Your Kids When You Die
If you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you.
