Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

Here are some items to consider to help determine how much money will be available to you in retirement — and whether you ...

Less than half (46%) of U.S. adults have a will, according to Gallup. Adults aged 65 and older are the most likely cohort to ...

Past promises of a golden age of bequests didn’t pan out, but charities that are prepared are likely to reap the rewards this ...

Wealth transfer is the biggest topic in private banking at the moment with trillions sent to change hands. So what is the right strategy? Maryann Umoren Selfe, head of investment solutions at ...

An estimated $84 trillion could change hands over the next few decades. As the baby boomer generation ages, they will pass ...

For instance, research compiled by Edward Jones suggests that baby boomers, instead of passing down most of their wealth, plan to transfer only about 40% of their assets while they’re alive.

Panelists listed the following ingredients for a strong succession plan: • Integrate younger advisors into client relationships early. • Provide clear retirement timelines for senior advisors. • ...

Over the next decade, nearly $884 billion will change hands in Florida as wealth moves from one generation to the next, ...

The best plan is worthless if not properly executed. This article follows on from our earlier discussion on issues clients may need ...