Wealth transfer to younger generations is one of the biggest concerns for families today. Many families feel that the younger generations aren’t ready to handle the wealth they’ll receive;1 in fact, only one-third of wealthy parents have fully di...

In “Making Gifts Sooner Than Later … Accelerating Charitable Bequests,” Trusts & Estates (March 2015), Robert F. Sharpe, Jr. demonstrated how attractive the lifetime funding of bequest intentions are in the current...

Beware of strict solicitation and eligibility requirements for this specialized market

Using life insurance to smooth the sailing in the rough waters of retiremen

When and how to use this strategy

Selecting and designing a wise investment policy

Estate planning with rental real estate

An alternative to expatriation

Prudence, support and reflection are imperative