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Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth...

High‑net‑worth families keep more of what they earn when they treat taxes as part of a long‑term system, not a once‑a‑year scramble. Your income, your accounts, and your obligations all move together. Your tax plan should match that...

Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer

Jeff M. Runyan

Tuesday, March 10, 2026

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...

Maintaining generational wealth involves intentional financial planning, with parents or grandparents passing their wealth to loved ones after they die. But entrusting family members with receiving an inheritance is more than just...

At what age should you start discussing inheritance with your children? Estate planning and inheritance, while complex topics, should be an ongoing discussion with your family. Even in their late teens, twenties, and thirties, children...