Using 529s for Multigenerational Education Planning
Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.
3 Steps for Preserving a Family Legacy
Good communication and a clear mission can help cement your family's legacy for generations to come.
How to Help Heirs With Disabilities
For estate owners who have heirs with disabilities, providing financial support is paramount. A special-needs trust can help protect vulnerable family members without affecting government benefits.
How a QPRT Can Help Reduce Estate Tax
Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.
Inheriting an IRA? Understand Your Choices
Understand how to manage inheriting an IRA, as well as the rules and choices to make the most of your inheritance.
Dos and Don'ts When You Get an Inheritance
If you receive a sudden windfall, take time to review your financial picture before you start spending.
5 Takeaways from TV's Succession
Despite its over-the-top plots and characters, the popular drama exposes the consequences of poor business-succession planning. Here's what you can learn.
How to Create a Family Wealth Mission Statement
Lack of communication could be detrimental not only to a family's harmony but also its ability to preserve wealth across generations. Creating a mission statement can help.
The Benefits of Avoiding Probate
Probate court can help ensure a fair distribution of your assets, but it can be time-consuming and could compromise your family's privacy. Here's what you should know.
Are States Cracking Down on ING Trusts?
Popular for helping to eliminate state taxes on certain assets, incomplete non-grantor (ING) trusts have come under scrutiny by the IRS and certain states' taxing authorities.