See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
A clean bill of health means a happier retirement. | Brian Bahr/Getty Images
Retirees would rather be healthy than wealthy, according to a new study by MassMutual Retirement Services. Eighty percent of retirees in better health report havi...
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...