Here’s Why You Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their
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Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their
Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some
RECLAIM YOUR TIME AND ENERGY TO LIVE YOUR BEST LIFE Each of us has just 168 hours per week to accomplish our tasks and goals—at
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most
GETTING YOUR FAMILY INVOLVED IN CHARITABLE GIVING CAN CREATE A POWERFUL LEGACY. A growing number of successful people have a strong urge to “pay it
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust,
Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person
