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Intentional Inheritance Planning

Thomas C. Rogerson |
Wealth Planning
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Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen

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Financial Aspects of Prenups

Wealth Planning
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Learn how prenuptial agreements can be an important component of pre-marriage planning: Prenuptial agreements, or prenups, can be instrumental in providing an orderly process if the marriage ends. They can allow for the specific assignment of assets to particular individuals—such as the decedent’s children from a prior marriage. Individual states have different laws pertaining to

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