It's hurricane season so remember proper insurance coverage is key to protecting your collectibles and valuables from any natural disaster. Make a list, inventory your valuables, and start exploring coverage today.
Transferring ownership of a family business can be tricky. Our checklist of financial considerations for family business succession planning can help.
Affluent women face unique challenges compared to their male counterparts when it comes to preparing for their golden years.
Affluent investors tend to become increasingly influenced by their emotional biases, which can often lead them astray. Learn more about biased investing.
A trust can be an important and helpful estate planning tool. Learn more about the different types of trusts and which one might be best for you.
Life insurance can be an integral part of succession planning for a small or family-owned business.
Establishing a charitable foundation can be an efficient and smart way to give back. It's important to understand what's involved and the risks and rewards.
Keeping the family farm in the family takes more than just a written will. A succession plan ensures not just the transfer of property but helps prepare your heirs to take on the job.
When an elderly family member can no longer manage money due to mental illness, you may need to step in. Here's what to look out for.
First generation founders of successful businesses often ask: “Are we preparing the next generation in the right way, such that they are ready when we ‘pass the baton’ to them?”
Accumulating personal wealth affords a unique opportunity when it comes to doing good for others.
Developing a transition plan that outlines what will happen to your business when your retire or you die is crucial, particularly if you want to leave the business to your heirs.
Choosing an executor for your estate or acting as one for someone else is a big responsibility. Find out everything you need to know about executors.