Estate Planning

This strategy may not be as beautiful as you think

Careful planning can help individuals make a meaningful gift to family while mitigating taxes

Stress. Disorganization. Illness. Is it any wonder that widowed clients who aren’t as educated about wealth management are susceptible to outside influence regarding their finances?

A new way to fund a revocable trust?

Annual charitable contributions topped $335.17 billion in 2013,1 with 98.4 percent of high-net-worth (HNW) households making charitable donations.2 Charitable giving accounted for 2 percent of the U.S. gross domestic product3 and is projected to...

What to consider before taking on the trustee role

The legal issues fiduciaries need to consider

Consider the value and best way to transfer these assets

Goals-based portfolio solutions can lead to better outcomes

Eco-friendly burial options are legal in every U.S. jurisdiction