Educate and update your extended family about your wealth transfer goals and the plan you have put in place to achieve these goals.

Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational

Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond.

the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure t