Category: Legacy Wealth

The Long Goodbye

Charitable Giving, the Tax-Wise Way

Here’s Why You May Need to Update Your Estate Plan

The Super Rich’s Three Big Fears – and How They Work to Overcome Them

Estate Planning: Don’t forget your pet!

Three Questions to Answer Before You Purchase Life Insurance

The Power of Charitable Remainder Trusts- Do well by doing good

A growing number of families and individuals want to use some of their wealth to support the causes & organizations they care about…

Elite Wealth Planning

Sudden Wealth: What Should You Do If you Strike It Rich?


Qualified Opportunity Funds- The latest way to do well by doing good