Estate planning, though a difficult topic to broach with loved ones, is a critical part of managing wealth. Working with a financial advisor, you can create a Legacy strategy that will help to ensure ...

Planning your legacy can be a complicated process. Navigating how to pass on financial assets, real estate and possessions can be stressful, and some people end up putting it off due to concerns ...

A third-party, objective partner will be able to guide a productive conversation ... The ongoing trust can continue the generational legacy planning should this child have descendants.

To the contrary, the fundamental purpose of estate planning is to leave a legacy for the living. It is not that death and taxes are unimportant, they just pale in significance to the legacy you ...