A communications failure can derail your legacy
When wealth transfer fails from one generation to the next, a communications failure may be one of the leading causes.
When wealth transfer fails from one generation to the next, a communications failure may be one of the leading causes.
As trillions of dollars are expected to move from boomers to the next generation, advisors may consider using social strategies to meet the entire family.
When the tax landscape is unclear, flexibility can be important. For investors with irrevocable trusts, some states give trustees more flexibility with decanting.
Creating instructions, much like a roadmap, can be among the most helpful item you can leave to family members trying to manage your estate.
A proposal from the Internal Revenue Service (IRS) would change the way family-owned businesses are valued for family business transfers.
Grandparents seeking to help grandchildren with college costs may contribute in several ways, with different types of accounts and benefits.
The death of music superstar Prince underscores the need for investors to prepare an estate plan.
Wealth transfer requires estate planning whether an estate is large or small.
Consider these tax and estate-planning ideas for year-end planning.
Planning topics to engage the next generation