Traditionally, the process of planning for the transfer of assets to your loved ones after your death is known as estate planning. As you approach this process, you might also hear another term: ...

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything ...

Learn strategies for High-Net-Worth individuals to manage wealth.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Legacy planning is also known as estate planning, and it is the process of ...

Planning your legacy can be a complicated process. Navigating how to pass on financial assets, real estate and possessions can be stressful, and some people end up putting it off due to concerns about ...

Passing down a family legacy to the next generation has undergone a complete transformation in the traditional notion of ...

The phrase “legacy planning” is becoming increasingly used in place of, or to supplement, estate planning. Unfortunately, like many buzzwords (e.g., “family office”) its meaning can vary depending on ...

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services companies ...

Affluent Americans are committed to building a legacy both by using their wealth in positive ways and by passing their values on to future generations. A U.S. Trust 2012 survey, for instance, found ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...