5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them. Family coach and author Roy Williams surveyed more than 3,000 families and found that over 90% of family wealth …
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your legacy often requires you to address difficult …
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions. Estate planning is more than just sharing wealth – it also includes the passing down …
Solidify Your Family Legacy by Preparing Your Beneficiaries
Careful planning and open communication is critical for the successful transition of family wealth and values. Youʼve achieved a certain level of success, and you understand that the privileges of …
8 Essential Documents for Your Estate Plan
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions. Estate planning …
Who Should You Choose to Execute Your Estate?
When selecting a personal representative, consider the role’s many responsibilities. Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor …
Passing Down a Passion to Your Loved One
Thoughtfulness – and planning – will create a legacy that celebrates your life. Everyone’s legacy looks different. For some, it’s passing down something tangible to be remembered by. For others, …
