Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
Illustrating or diagramming your wealth transfer plan can help provide clarity into dense estate documents to help with implementation. We explain how to create a quick glance at your estate legacy you envision.
People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.
One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
