Pre-transfer family meetings are structured conversations held before significant wealth or asset transfers...
Pension beneficiary designations name who receives pension benefits when a participant dies. Proper designations...
Incentive trust clauses are trust provisions that tie distributions to specific achievements or behaviors...
Hybrid gifting blends loans and gifts so a donor can help beneficiaries while preserving control over...
Preparing heirs means teaching beneficiaries money skills, creating decision-making structures, and keeping...
Family education programs teach heirs the financial, legal, and emotional skills they need to manage...
Gifting strategies let you shift wealth during your lifetime to reduce the value of your taxable estate...
Multigenerational wealth planning aligns legal, tax, and family-governance tools to preserve assets and...
Charitable wealth transfer is a deliberate estate-planning approach that directs assets to nonprofits...
Family governance models are formal frameworks—rules, roles, and forums—that help families manage wealth...