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.
What are you interested in?
Editor's Picks
Lifetime Gifts: Is the Window of Opportunity Closing?
The current exclusion amounts available for transfer taxes that pass down significant wealth may be too rare an opportunity to pass by.
7 min read
Annual Gift Tax Exclusion Explained
The annual exclusion amount permits donors to give without facing a gift tax. What should you consider in regards to annual exclusion gifting?
7 min read
Trending Now
Trusts Can Be an Important Tool in Passing on Your Financial Legacy
How do trusts work? And what type is right for your financial goals.
3 min read
Authentication, Appraisal & Provenance
Learn how to authenticate, appraise, and establish provenance for your artwork to determine its market value and aid in estate settlement.
6 min read
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.
5 min read
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.
9 min read
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.
9 min read