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.
A family home can be among the most valuable — and complicated — assets to pass down.
In the years ahead, we will likely see the greatest transfer of wealth in history.
In the transition to this next phase, it’s a good idea to reevaluate finances and consider some money moves for retirement.
The wealth transfer process is complex, but financial professionals can help ensure clients and their heirs are prepared
