It’s never too early to start teaching your kids these financial concepts.
No matter how daunting a task estate planning seems to be, it’s something everyone needs to tackle.
A few tips to help parents navigate any period of financial uncertainty.
Do children’s affections impact parents’ bequest intentions?
A type of irrevocable trust used to transfer wealth outside your estate.
Strong relationships are key to addressing family wealth transfer.
Four key estate planning documents that most adults should consider.
While wills and living trusts do have a lot of overlap, there are several differences between them.
Talk with your loved ones about transferring assets and protecting your legacy.
Candid discussions about wealth transfer are important – particularly the non-financial issues that can complicate matters.
