As you ponder passing down financial assets to your heirs, you may want to consider passing down your values as part of the same plan. That’s where financial legacy planning comes in. It’s a ...

Alternative assets, like private equity, real estate, and fine are can help families preserve wealth, express values, and ...

Estate Planning — It’s All About Your Legacy. By John J. Scroggin, AEP, J.D., LL.M. Benjamin Franklin said, “but in this world nothing can be said to be certain, except death and taxes.” ...