Wealth Transfer

How to Approach Financial Uncertainty with Your Children 700 350 Andrew McClellan

How to Approach Financial Uncertainty with Your Children

A few tips to help parents navigate any period of financial uncertainty.

Love & Legacy 700 350 Andrew McClellan

Love & Legacy

Do children’s affections impact parents’ bequest intentions?

Spouse Lifetime Access Trust 700 350 Andrew McClellan

Spouse Lifetime Access Trust

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

Asset Transfer and Legacy Planning 700 350 Andrew McClellan

Asset Transfer and Legacy Planning

Strong relationships are key to addressing family wealth transfer.

4 Estate Planning Documents for Everyone 350 175 Andrew McClellan

4 Estate Planning Documents for Everyone

Four key estate planning documents that most adults should consider.

Will vs. Revocable Living Trust? 700 350 Andrew McClellan

Will vs. Revocable Living Trust?

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

Wealth Transfer Checklist 700 350 Andrew McClellan

Wealth Transfer Checklist

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

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

There’s More to Wealth Transfer Than Money

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

Three Ways to Pass Down a Home 700 350 Andrew McClellan

Three Ways to Pass Down a Home

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? 700 350 Andrew McClellan

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

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

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