How to Structure Gifts and Transfers to Adult Children
For parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations.
Why You Should Talk to Your Financial Advisor About Generational Planning
When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.
4 Estate Planning Tips
A survey showed a majority of Americans don't have an estate plan. Here are a few tips to get started creating one.
Webinar – How To Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
Discover a four-step process to planning and executing the transfer of your values and assets.
The Power of a Trust
A trust is a way to pass down property and belongings to loved ones and heirs, but with much more control.