Wealth Transfer

Spouse Lifetime Access Trust | William Blair 700 350 Andrew McClellan

Spouse Lifetime Access Trust | William Blair

A type of irrevocable trust used to transfer wealth outside your estate.

Asset Transfer and Legacy Planning | T. Rowe Price 700 350 Andrew McClellan

Asset Transfer and Legacy Planning | T. Rowe Price

Strong relationships are key to addressing family wealth transfer.

4 Estate Planning Documents for Everyone | American Century Investments 350 175 Andrew McClellan

4 Estate Planning Documents for Everyone | American Century Investments

Four key estate planning documents that most adults should consider.

Will vs. Revocable Living Trust? | John Hancock 700 350 Andrew McClellan

Will vs. Revocable Living Trust? | John Hancock

While wills and living trusts do have a lot of overlap, there are several differences between them.

Wealth Transfer Checklist | Fidelity 700 350 Andrew McClellan

Wealth Transfer Checklist | Fidelity

Talk with your loved ones about transferring assets and protecting your legacy.

There’s More to Wealth Transfer Than Money | Janus Henderson 700 350 Andrew McClellan

There’s More to Wealth Transfer Than Money | Janus Henderson

Candid discussions about wealth transfer are important – particularly the non-financial issues that can complicate matters.

Three Ways to Pass Down a Home | Charles Schwab 700 350 Andrew McClellan

Three Ways to Pass Down a Home | Charles Schwab

A family home can be among the most valuable — and complicated — assets to pass down.

Tapping the Family Tree: Are You Ready for the Great American Wealth Transfer? | Thrivent 700 350 Andrew McClellan

Tapping the Family Tree: Are You Ready for the Great American Wealth Transfer? | Thrivent

In the years ahead, we will likely see the greatest transfer of wealth in history.

Four Financial Moves for Empty Nesters | John Hancock 700 350 Andrew McClellan

Four Financial Moves for Empty Nesters | John Hancock

In the transition to this next phase, it’s a good idea to reevaluate finances and consider some money moves for retirement.

Wealth Transfer: Easy as 1, 2, 3 700 350 Andrew McClellan

Wealth Transfer: Easy as 1, 2, 3

The wealth transfer process is complex, but financial professionals can help ensure clients and their heirs are prepared