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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Why Trusts Still Matter

Sharon Klein |
Wealth Planning
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Explore the brave new world of estate planning. Planning for same-sex couples and strategies for “non-traditional” and blended families. Understanding inheritance rights and posthumous birth laws. Considering a loved one with special needs. Comprehensive estate planning allows individuals and couples to maximize control over where their assets will go upon their death— while minimizing taxes

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