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Wealth Transfer

Frameworks for passing wealth to heirs and causes efficiently and intentionally.

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529 Plans, UGMA Accounts, and Direct Gifting: Education Wealth Transfer Options
Wealth Transfer · Featured

529 Plans, UGMA Accounts, and Direct Gifting: Education Wealth Transfer Options

By Wealth Management Editorial Team · 6 min read
Wealth Transfer Charitable Remainder Trusts: Giving, Income, and Legacy in One Structure

Charitable Remainder Trusts: Giving, Income, and Legacy in One Structure

A plain-language breakdown of how charitable remainder trusts work, what they offer donors, and the trade-offs to weigh …

Wealth Management Editorial Team · 9 min
Wealth Transfer Common Misconceptions About Inheritance Taxes

Common Misconceptions About Inheritance Taxes

Many families overestimate or misunderstand inheritance and estate taxes. Separate the myths from the mechanics with acc…

Wealth Management Editorial Team · 6 min
Wealth Transfer Coordinating Beneficiary Designations Across Your Entire Estate

Coordinating Beneficiary Designations Across Your Entire Estate

Beneficiary designations on retirement accounts and insurance policies override your will. Here's how to align them with…

Wealth Management Editorial Team · 6 min
Wealth Transfer Donor-Advised Funds as a Wealth Transfer Tool

Donor-Advised Funds as a Wealth Transfer Tool

Explore the advantages and limitations of donor-advised funds for families seeking to embed charitable giving into their…

Wealth Management Editorial Team · 6 min
Wealth Transfer Estate Planning From the Ground Up

Estate Planning From the Ground Up

A comprehensive introduction to estate planning: wills, trusts, beneficiaries, and why starting early matters for protec…

Wealth Management Editorial Team · 9 min
Wealth Transfer How Stepped-Up Basis Affects What Heirs Actually Inherit

How Stepped-Up Basis Affects What Heirs Actually Inherit

The stepped-up cost basis rule can significantly reduce capital gains for heirs. Understand how it works and where its l…

Wealth Management Editorial Team · 8 min
Wealth Transfer Key Estate Planning Terms Every Family Should Know

Key Estate Planning Terms Every Family Should Know

A reference glossary covering executor, trustee, beneficiary, intestacy, step-up in basis, and other core estate plannin…

Wealth Management Editorial Team · 5 min
Wealth Transfer Passing a Family Business to the Next Generation

Passing a Family Business to the Next Generation

Succession planning for family-owned businesses involves valuation, buy-sell agreements, and tax strategy. Here's how th…

Wealth Management Editorial Team · 8 min
Wealth Transfer Principles for Communicating Inheritance Plans to Your Family

Principles for Communicating Inheritance Plans to Your Family

Transparency around wealth transfer reduces conflict and prepares heirs. Learn principles for productive family conversa…

Wealth Management Editorial Team · 6 min
Wealth Transfer Revocable vs. Irrevocable Trusts: What Changes When You Give Up Control

Revocable vs. Irrevocable Trusts: What Changes When You Give Up Control

Understand how revocable and irrevocable trusts differ in flexibility, asset protection, and tax treatment before choosi…

Wealth Management Editorial Team · 7 min
Wealth Transfer Structuring an Inheritance That Lasts Across Generations

Structuring an Inheritance That Lasts Across Generations

Explore frameworks for preserving family wealth across generations, from dynasty trusts to staggered distributions and g…

Wealth Management Editorial Team · 9 min
Wealth Transfer The Annual Gift Tax Exclusion Explained

The Annual Gift Tax Exclusion Explained

Learn how the annual gift tax exclusion works, who it applies to, and how it fits into a broader wealth transfer strateg…

Wealth Management Editorial Team · 7 min
Wealth Transfer Wealth Transfer Strategies Worth Revisiting After a Major Life Change

Wealth Transfer Strategies Worth Revisiting After a Major Life Change

Marriage, divorce, a new child, or a business exit can make your existing estate plan obsolete. Here's what to reassess …

Wealth Management Editorial Team · 7 min
Wealth Transfer Why Probate Can Quietly Erode an Estate

Why Probate Can Quietly Erode an Estate

Probate delays, costs, and public disclosure can shrink what heirs receive. Here's what drives that erosion and how plan…

Wealth Management Editorial Team · 6 min
Wealth Transfer Wills, Living Trusts, and Transfer-on-Death Accounts: Choosing the Right Vehicle

Wills, Living Trusts, and Transfer-on-Death Accounts: Choosing the Right Vehicle

Compare wills, revocable living trusts, and TOD accounts across cost, probate exposure, privacy, and ease of administrat…

Wealth Management Editorial Team · 6 min

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