Featured in Wealth Transfer

Helping your child purchase a home can also benefit you.

Help educate others and make your mark on future generations.

Changes in digital assets and state trust law might impact your planning.

Know online privacy agreements, store passwords so family has access.

Heirlooms can make a lasting impression on heirs.

A focus on the ins and outs.

How to turn youngsters into savvy investors.

New law in IRA charitable contributions puts you on easy PATH.

Minimize tension, conflict with clear instructions on settling your estate.

Set up a trust to control how and when you want funds distributed.

Kenan Aksoz and Scott Winget discuss unique wealth management needs of family businesses.

Farm and ranch owners can take steps that may protect their land for their families.

How a corporate fiduciary trustee can help you manage your estate.

Life insurance premium financing can help pay for large quantities of life insurance with minimal out-of-pocket outlay.

To get the best deal, consider planning for the sale of your business early.

Protect and organize your online accounts to ensure your family can access them.

How trusts can help you achieve finanical goals.

Wealth transfer strategies.

Share stories with the next generation to help carry on your wealth and legacy.

Succession planning considerations for every stage of your business.

Your trust can be far more than just a way to transfer your wealth to the next generation.

Progressive trust laws in select states might help you achieve your estate-planning goals.

The Heritage IRA may provide the tax benefits of a traditional IRA with the financial controls of a trust.

Ron and Ginger Askew’s outside-the-box retirement plan prioritizes making memories over preserving wealth.

Potentially create and administer an estate plan that may carry on your legacy.

Creating a private foundation might help you achieve your philanthropic goals.

Estate planning today may leave your loved ones better prepared down the road.

U.S. Bank’s Lee Sorenson offers advice on designating the right beneficiaries.

Information on how to gift copyrights in order to leave a meaningful legacy.

Former U.S. Bank Chairman and CEO shares his passion for philanthropy.

Ted Austin discusses the importance of creating estate plans.

Setting up a scholarship fund in your name starts with educating yourself.

Learn to shape family discussions on wealth transfer and estate planning.

A Denver-based nonprofit reinvents the art of generosity and charitable giving.

Pass the buck to your heirs and potentially avoid family inheritance disputes.

How leveraging insurance in estate planning may help protect assets and provide liquidity for the future.