The Art of Family Wealth Preservation

Family Wealth Preservation: Building a Lasting Legacy While most people believe that estate planning is important, only about 31% of the U.S. population has a will in place. Preparing for the distribution of wealth should be a priority for families with considerable...

Some Qualities to Look for in a Trustee

More than two-thirds of Americans have no estate plan, and most of those who do have only a basic will. If you believe that your estate plan should include a trust as a supplement or an alternative to a will, choosing a trustee may feel overwhelming. Fortunately,...