3 Tips for Bequeathing and Inheriting Collectibles

What to know about bequeathing and inheriting collectibles.

How to Create a Charitable Legacy

Nicholas Tedesco, president and CEO of the National Center for Family Philanthropy, and Sam Kang, president of Schwab Charitable, offer guidance for cultivating a culture of giving in your family.

How to Include Pets in Your Estate Plan

Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.

Do You Need a Family Office?

A family office can shoulder many of the complexities, both financial and non-financial, that ultra-high-net-worth families deal with every day. Is it right for you?

3 Ways to Build Purpose Around Family Wealth

For family wealth to endure, it's critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations.

5 Myths About High-Net-Worth Estate Planning

For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.

How to Help Your Adult Child Buy a Home

Helping a child purchase a home is a big decision and shouldn't be done in isolation of your overall estate plan. Here are four popular ways to lend a hand.

Preserving Family Property as Conservation Land

Conservation easements are a powerful and flexible tool for legacy planning, providing tax advantages and helping to ensure that property is not a burden on one's heirs.

5 New Year's Wealth Management Resolutions

In new year, consider taking these steps to help keep your overall wealth management strategy on course.

3 Ways to Save on Estate-Attorney Fees

Working with an estate attorney can be costly. These three tips can help keep legal expenses to a minimum.