Structuring an Early Inheritance strategy is a way for one to distribute wealth and assets intended for heirs before demise in order to minimize estate taxes and to maximize the net transferred value ...

Inheriting significant wealth can feel both exhilarating and overwhelming, especially if it arrives unexpectedly or without preparation. We discuss with Liz Gillette, founder and senior advisor at ...

Receiving an inheritance, whether expected or unexpected, is a bittersweet experience. While the extra money (or assets) may feel like a stroke of luck, it also comes with a major responsibility: ...

In the next 20 years, an estimated $84 trillion in assets is expected to change hands, with younger generations — including Gen Xers, millennials and Gen Zers and Gen Alphas — inheriting funds from ...

Families are often able to build up a substantial net worth through owning property, like a farm, or a small business. Unfortunately, time and time again, a patriarch’s plans to pass his legacy on to ...