That is why, depending on the legacy goals, it is important to undertake estate and gift tax planning so as to minimize the negative impact of these taxes, and/or help create the liquidity to pay ...

More than simply transferring money and property, legacy planning is about transferring wisdom and priorities. This is important in every family, but perhaps more prominent in family businesses ...

Estate planning, though a difficult topic to broach with loved ones, is a critical part of managing wealth. Working with a financial advisor, you can create a Legacy strategy that will help to ensure ...

If you’re hoping to leave behind some sort of legacy for your family ... Unfortunately, a will doesn’t make your plan bulletproof. It’s important to note that wills don’t bypass probate ...

Times of uncertainty, like today’s global pandemic, can underscore just how important it is to have an estate plan. Estate planning is crucial to leave a lasting legacy ... is why it’s ...