Estate Administrator: Who Should You Appoint?

With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.

Estate Planning at Any Age: Getting an Early Start

While organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, the sooner you start, the better off you'll be.

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.

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.

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.

We Asked Our Experts: Do You Need a Trust?

Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.

Divorce After 50: The Impact on Retirement Savings

What to know when going through a late-in-life divorce.

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 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.