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Passing Generational Wealth: 7 Ways To Make Sure Your Assets Go Where You Want

Planning for the future can feel like a daunting task, especially when it comes to where your money should go. You want to ensure your loved ones will be taken care of long after you're gone, but.

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The Great Wealth Transfer: How Baby Boomers Are Passing on Fortunes to Heirs

The baby boomers capitalized on an unprecedented 40-year rally in stock and housing prices. Now, those babies are bequeathing on an equally epic level. I'm a Financial Advisor Who Works With Wealthy.

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I'm a Financial Planner: Here Are 5 Mistakes You Must Avoid When Transferring Property to Heirs

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you. The good news is that it's not hard.

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