Tag 'Estate Planning'

Are We Rich? Talking With Kids About Money in the Digital Age

Most families would benefit from talking about family wealth a good deal more.

Personal Finance

Financial Planning for 2021

PERSONAL FINANCE

Know the moves to make to start 2021 on the right track.

The Art Market During Economic Uncertainty

Understand the impact of the pandemic on the global art market and future trends.

The Cost of Superstition: Picasso's Cautionary Tale

A lack of planning can leave your heirs with more questions than answers.

To Prenup, or Not to Prenup?

Navigating sensitivities to protect your family's best interests.

How to Start an Art Collection

Seven themes to guide art collectors.

Are You Ready for Your Digital Afterlife?

We know to make sure our heirs can access our online bank accounts, but what about the rest of our digital selves?

The State of Your Parents' Estate

Talking with a parent about estate planning is never easy. Here are four questions to ask.

Personal Finance

You've Been Named Executor of a Parent's Will. Now What?

Knowing and understanding your responsibilities is the first step to being prepared.

The One Conversation You Should Be Having

Take these steps to ensure you have trusted decision-makers in place should you—or your parents—become incapacitated.

Communicating with Your Children

The boomer children communication gap may repeat as seniors struggle to talk to their kids about sensitive subjects.

The Health-Wealth Connection

Integrating health care planning into your wealth management strategy can help you safeguard your standard of living.

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