Prince’s death shines spotlight on the importance of a will
The death of music superstar Prince underscores the need for investors to prepare an estate plan.
The death of music superstar Prince underscores the need for investors to prepare an estate plan.
Survey found that making connections with the next generation of investors can be challenging.
Wealth transfer requires estate planning whether an estate is large or small.
Advisors across the country offer ideas for connecting with the next generation.
Planning topics to engage the next generation
Wealth transfer creates opportunity for advice
Estate planning priorities have shifted with the changes in the federal rules.
Some strategies can be more attractive in a low interest rate environment.
Re-marriage can present a challenge for portability rule.
Supreme Court ruling on same-sex marriage highlights need for estate planning.