Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.
Don’t Rush Inheritance Decisions
How Family Wealth Planning Meetings Can Safeguard the Success of Future Generations
Family conversations around wealth can be uncomfortable. But leaving a legacy is about more than just a gift of money. Learn how a family wealth planning meeting can help with wealth transfer and what to share when you have one.
EKS Advisors Offer Two New Classes at Princeton Adult School This Fall 2019
Read about the two new classes that EKS is offering this fall at the Princeton Adult School.
Don’t Let Your Family Fall Apart After You’re Gone
We invest time in our families trying to ensure that our heirs live healthy, prosperous, and loving lives, long after we're gone. But death can bring out the worst in people. Here's how to ensure your money and legacy do not leave your family in turmoil.
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.
Use Discipline to Become a Middle-Class Millionaire
There aren't many shortcuts to becoming wealthy. Regardless of its source, saving and investing properly are still the keys to its longevity. Learn some strategies that create middle-class millionaires.
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.
Rules if You Inherit an Inherited IRA
How is the RMD of an inherited IRA calculated if that IRA was already also an inherited IRA? Read Howard's answer.
