Does Work Ethic Fade with Inheritance?

Will you leave your assets to your heirs? Do you worry if an inheritance will impact them negatively? This article discusses how to determine how much to leave loved ones, and if that money should come with strings attached.

How Your Charitable Giving Priorities Can Impact Future Generations

Living a good life involves many things, including having a satisfying career, strong family ties, good friends, and hobbies you enjoy. Leaving a legacy may be part of what you desire; and charitable giving is a way for us to show future generations the importance of improving the world around us. Learn the importance of having a charitable giving strategy you can communicate to heirs.

Your Financial Values are an Important Part of Your Legacy

You may plan to pass along some of your wealth to your heirs. But what about your values? Do they understand and share what's important to you? Do they understand how to handle the opportunities and responsibilities that come along with some level of wealth? Learn how to convey your financial values to the next generation.

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