Showing 12 articles related to

Estate Planning

Georgia Runoffs: Planning for the Sweep
Trends & Strategies
Georgia Runoffs: Planning for the Sweep
Read answers to top client questions on post-election planning.
How to Select the Right Estate Executor
Family & Wealth
How to Select the Right Estate Executor
Learn how to select the executor of your estate.
Making Decisions as a Family
Family & Wealth
Making Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
The New Longevity and End-of-Life Care
Family & Wealth
The New Longevity and End-of-Life Care
Prepare, communicate and revisit your advance directives.
Wealth Transfer Under The New Tax Law
Trends & Strategies
Wealth Transfer Under The New Tax Law
Learn how to revisit your wealth transfer plans under the new tax law.
Navigating Generational Divides
Family & Wealth
Navigating Generational Divides
Focus on multiple aspects of wealth to navigate larger family age spans.
Modern Families Need Modern Estate Plans
Family & Wealth
Modern Families Need Modern Estate Plans
Estate Planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.
Building a Successful Succession Plan
Family & Wealth
Building a Successful Succession Plan
Prevent unstructed decision-making in time of crisis or conflict.
10 Questions for Finding the Right Estate Planner
Money Masterclass
10 Questions for Finding the Right Estate Planner
Look for relevant experience and a good rapport
Estate Planning Strategies to Help Avoid Disaster
Money Masterclass
Estate Planning Strategies to Help Avoid Disaster
Keep the family peace and help ensure your wishes are carried out.
Your Digital Estate Plan: 4 Things You Need To Know
Trends & Strategies
Your Digital Estate Plan: 4 Things You Need To Know
Document your wishes for your online accounts.
Tying the Financial Knot: Unmarried Couples Need a Plan Too
Family & Wealth
Tying the Financial Knot: Unmarried Couples Need a Plan Too
Know your options as an unmarried couple.