Give your father a tribute to the role he has played in your life by preserving his legacy for generations to come with a Family Wealth Legacy Passage.
Read More
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself. When done right, estate planning allows you to share your family’s stories, values, and life lessons, so your legacy carries on long after you—and your money—are gone.
Read MoreOne of your most important responsibilities as a parent is to select and legally document guardians for your children. However, most people have no idea how to even start this process, much less create a legally binding plan. Here are some basic steps to select and name a legal guardian.
Read MoreA tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades, maybe as much as $30 to $50 TRILLION. How will this wealth transfer affect your family and the people you love?
Read More