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.
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Lifetime Gifts: Is the Window of Opportunity Closing?

Annual Gift Tax Exclusion Explained
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Want to Build Good Money Behaviors with Your Children? Talk About It
Having transparent money talks with kids can be overwhelming but is vital to building financial fluency.
Avoiding the What Ifs: Creating an Updated Estate Plan
Stress caused by uncertainty is more prevalent than ever. Considering "what if" scenarios can help provide comfort in being prepared.
Passing Down Your Family Vacation Home to Future Generations
Read about key considerations to discuss with advisors to help ensure your family vacation home remains a special, positive place for future generations.
Buying a House With a Cash Offer: How to Raise the Cash
The number of all-cash sales in the housing market continues to increase. Learn about the competitive advantages and if this can be an option for you.
Blended Family Financial Planning and Considerations
Learn how to plan for the day-to-day financial and property relationships in a blended family.
Gift Planning: The Case for Using Debt to Transfer Wealth
A securities-based loan may be an effective tool in transferring wealth to future generations, often in a tax advantaged way.