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.
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.
Should You Disinherit a Child?
Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.
How Can You Stop Procrastinating and Create an Estate Plan?
Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?
Which Trust May Be Right for You?
There are many advantages to having a trust in addition to a will, but is a trust right for you?
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.