4 Ways to Optimize Your Existing Estate Plan
Even after your estate plans are established, there's a lot you can do to help ensure your wealth will benefit your heirs to the fullest extent possible, including in the near term.
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.
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.
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.
Taxation Nation: Which State Taxes Matter to You?
Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.
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 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.