Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
5 Myths About Generational Wealth You've Likely Heard
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true. If you want to help ensure generational wealth for your family, here are 5 things you should know.
Family Caregivers Deserve Recognition: These Are the Surprising Stats Everyone Should Know
Around 20% of Americans provide custodial care to a loved one. It's likely you or someone you know has worked hard as a family caregiver. Here's the financial toll it can take, and what other options your loved ones may have.
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
Having a Baby? 8 Financial Decisions To Make Over the Next Nine Months
With a baby on the way, there are endless details to keep in mind. From health insurance to car seats, here's what expecting parents should do to get ready for their new arrival.
Millionaire & Former Zappos CEO Died in November Without a Will. Here's Why That Makes Things Extremely Complicated
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process
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.