January 28, 2022 •
Estate Planning 
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
Read MoreJanuary 20, 2022 •
Estate Planning 
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
Read MoreNovember 10, 2021 •
Estate Planning 
Inherited assets come with benefits, along with some burdens, so how can I help my children?
Read MoreJune 24, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
Read MoreJune 18, 2021 •
Estate Planning ![]()
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreJune 11, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.
Read MoreOctober 30, 2020 •
Estate Planning ![]()
Cornelius Vanderbilt was among the richest Americans ever to have lived. Born in 1794, he built his fortune on railroads and shipping. To put his wealth into context, in today’s dollars when adding inflation, his fortune would be worth $215.7 billion.
Read MoreOctober 21, 2020 •
Estate Planning ![]()
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
Read MoreAugust 20, 2020 •
Estate Planning ![]()
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
Read MoreJune 10, 2020 •
Estate Planning ![]()
While the tabloids and gossip websites were eating up every move Paris made, so was someone else – her grandfather, Barron Hilton. Before 2007, Barron was set to leave his $4.5 billion fortune to his family. That was until Paris embarrassed him with her antics so badly, that he changed his mind.
Read More
