Estate and Insurance

Financial Life Document Organizer

Download your organizer here.The gift of peace of mind. That’s what you offer to your loved ones and personal advisors…

Major Risks to Family Wealth

All too often, family wealth fails to last.One generation builds a business – or even a fortune – and it…

Insurance When You’re Young and Single

The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken…

Teaching Your Heirs to Value Your Wealth

Some millionaires are reluctant to talk to their kids about family wealth.Perhaps they are afraid of what their heirs may…

Why You Might Want to Create a Donor-Advised Fund

Do you regularly donate to charities and other non-profit organizations?Then you may want to open a donor-advised fund.Donor-advised funds are…

Including Digital Assets in Your Estate Plan

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets…

Should You Leave Your IRA to a Child?

Can a child inherit an IRA?The answer is yes, though they cannot legally own the IRA and its invested assets….

The Importance of Equitable Estate Planning

Suzanne is widowed and has four adult children. Her investment portfolio is worth $1 million, and she owns a bed-and-breakfast…

Minimizing Probate When Setting Up Your Estate

Probate subtly reduces the value of many estates.It can take more than a year in some cases, and attorney’s fees,…

Getting Your Personal Finances in Shape for 2019

You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months…