Navigating the Wealth Transfer Landscape

Wealth Planning
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Read our newest research report on inheritance planning and communication. How do you prepare your children for their inheritance without demotivating them? What is the sense of stewardship responsibility among inheritors? Are you communicating with your family or advisor about the impact of wealth on relationships? Many families struggle with inheritance communications and planning, but

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Passing on Wealth and Values with Irrevocable Trusts

Mary Hickok |
Wealth Planning

After a lifetime of accomplishment, wealthy individuals often want their legacies to reflect not only what they did, but who they were. An irrevocable trust is an important financial planning tool for minimizing estate taxes. It also offers a unique ability to transfer to succeeding generations the values that guided the trust’s creator. Passing on

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