Trusts | FamilyWealth

Estate Planning in the Age of Millennials

When it comes to managing and passing down wealth, going digital solves a myriad of problems

Millennial Estate Planning Surges During Pandemic: Survey

The volume of individuals seeking estate planning solutions, especially online, has more than doubled

Featured Posts

Read Post | Comment
Featured Posts
Estate Planning in Light of a New Presidential Administration: What Should You Do Now?

Consider the planning options available and incorporate as much flexibility into your...

Moving to a New State? Be Sure to Update Your Estate Plan

You should have your documents reviewed by a local attorney in your new home

Use A ‘Purpose’ Trust For Your Legacy Plan

Your legacy differs from your estate in that it represents more than the things you...

After Divorce, Separate Your Estate Plans Too

If you have just gotten divorced, you may be focused on getting on with your life. But...

Keep Your Family Intact With Proper Estate Planning

Proper planning allows you to keep your business on the right path even after an...

Top 3 Trends in Charitable Giving and Why They Matter

Taking a proactive approach in discussing charitable giving can lead to planning...

Estate Planning: Probate vs. Trust Administration

Appreciating the differences between probate and trust administration in estate planning.

Young, Wealthy Americans Leave Responsible Legacy

Wealthy Americans are increasingly thinking about the effects of their money throughout...

Mental Competence Is Key For Estate Planning

As more baby boomers prepare for retirement, an estimated 10 million acres of farmland...

How 529s Can Fit Into Estate Planning

We again asked experts to help us answer reader questions on using “529” college-savings...