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.

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

Estate Planning at Any Age: Getting an Early Start

No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.