Wealth Transfer

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions...

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation. The term was coined almost 40 years ago by social...

In the following article, Sam Febbraro, EVP, Portfolio Services, shares how you can manage sudden wealth responsibly and face the different challenges that come with it. Sudden wealth sounds like a nice problem to have, but it can come with some complications...