wealth management

Why You Need to Include Digital Assets in Your Estate Plan

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth. Read more

Top Five Mistakes to Avoid When Passing Wealth

What could go wrong with this transfer of generational wealth? Several things, in fact. Read more

How the Very Rich Pass Wealth to Their Children

If you’re part of the baby boomer generation, you may be in the process of making plans to pass on any assets you have to your children and other beneficiaries. Read more