BLOG

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Unbeknownst to many business owners, future estate tax liabilities can be substantial, jeopardizing the hard-earned wealth they intend to pass down. It's essential to understand these potential costs and plan accordingly

When people think of leaving a legacy, they often focus on passing down wealth to their children and grandchildren. While that is certainly one way to leave a lasting impact, there are other ways to build a legacy that goes beyond financial assets.

Many people believe that making assets joint with their adult children is an easy way to pass on their wealth and avoid probate fees. While there may be some benefits to this approach, there are also significant drawbacks that should be considered.

As parents, we want to support our children in any way we can. Sometimes that means co-signing on a mortgage to help them get into a home. But before signing on the dotted line, it’s important to weigh the pros and cons of this decision.

Gifting money to adult children can be a great way to help them financially while you're alive. However, there are pros and cons to this strategy, as well as potential tax implications to consider.

Will and estate planning tips for multiple generations