Transferring Family Wealth
Create a strategy to safeguard your future, secure your legacy and ensure your family is taken care of for years to come.
Learn how to set a plan in place and align expectations with your child once they turn 18 in the incident of a medical crisis.
Read about key considerations to discuss with advisors to help ensure your family vacation home remains a special, positive place for future generations.
A trust is a form of ownership of property that separates beneficial and legal ownerships. Read about the difference between revocable and irrevocable trusts.
Using a power of appointment makes your estate plan flexible by allowing future generations to adapt it to later circumstances.