Prepare Your Heirs to Receive, Protect and Grow Their Inheritance

A recent Forbes article indicated that a surprising 70% of an affluent family’s wealth is typically gone by the end of the second generation, and 90% is destroyed by the end of the third generation. When we think of vast family wealth, most of us know the name...

Receiving an Inheritance One Day? Here’s What to Do Now.

Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College. A recent New York Times article explored the complicated issues that these inheritances can bring, including transferring the...

7 Steps for Effectively Managing an Inheritance

Research shows that a majority of baby boomers will receive an inheritance at some time during the lives, with the average inheritance estimated at almost $65,000.  Should you be the recipient of family largesse, here are 7 steps you can take to be sure your...