Tips for creating an inheritance that lasts generations

Tips for creating an inheritance that lasts generations

If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering of assets within a generation. There is a good reason to be concerned: 70% of family money disappears by the second generation, and 90% by the third...
The importance of discussing inheritance with your heirs

The importance of discussing inheritance with your heirs

Estate and Giving As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs. You’ve achieved a level of financial success that allows you to share your wealth with...
Donate Reward Points to Help Charities Go the Distance

Donate Reward Points to Help Charities Go the Distance

Estate and Giving Sitting on piles of miles about to expire? Put your rewards to work for deserving causes. Helping military families get hotel rooms. Turning miles into meals. Flying refugees to safety. These are just a few examples of the tangible good you can...
Donate Reward Points to Help Charities Go the Distance

Donate Reward Points to Help Charities Go the Distance

Estate and Giving Sitting on piles of miles about to expire? Put your rewards to work for deserving causes. Helping military families get hotel rooms. Turning miles into meals. Flying refugees to safety. These are just a few examples of the tangible good you can...
Optimize Your Estate Plan for 2022 and Beyond

Optimize Your Estate Plan for 2022 and Beyond

Estate and Giving Five ways to refine your plan for the future. A new year brings fresh opportunities to protect your legacy through estate planning. Consider these ideas for refining your estate plan in the short term – to better support your goals and intentions for...