Planning your financial legacy

Planning your financial legacy

Beyond accumulating wealth over time, planning your financial legacy is one of the most important aspects of estate planning. With the greatest family wealth transfer set to occur in the next 20 to 30 years, investors should consider a few things when planning. Succession planning is common in the business world. Last week, the United…

The A-Z of Inheritance

The A-Z of Inheritance

Inheritance is an emotional subject on every level. The people leaving an inheritance generally do it with pride and love. The people receiving an inheritance often receive it with gratitude – and sorrow. But while emotional, it’s also a financial transfer that comes with a whole range of legal, financial planning and admin issues attached….