There are certain subjects that are off limits in polite conversation. Transferring wealth is one of them, but secrecy about wealth within families can do more harm than good. Leaving a lasting legacy and ensuring the next generation can handle family wealth starts with a conversation.
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.