FWP Interesting Blogs
Talking to your Children about Inheritance
Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. We are providing you with a checklist to help you get a head start on your goals...
Planning For Succession of a Business Interest
When you develop a succession plan for your business you have two basic choices: you can sell your business, or you can give it away. Once you choose to either sell or gift, you can structure your plan to go into effect during your lifetime
Life Insurance and Estate Planning
To illustrate how life insurance can help you plan your estate wisely, let's compare what happened upon the death of two friends: Frank, who bought life insurance, and Dave, who did not...
Charitable Trusts
A charitable trust is a trust established for the dual purpose of donating to charity and providing for a noncharitable beneficiary (such as your children). When a charitable trust is used, the gift to charity....